Jason W. Davis
Director of Research - Equity bij Strategic Wealth Management, Inc.
Profiel
Mr. Jason W.
Davis is a Director of Research at Strategic Wealth Management, Inc. He joined Strategic Wealth Management in 2006.
He is also into Trading for Strategic Wealth Management, he facilitates firms investment research and due diligence, structures client portfolios, and leads our Capital Markets and Fund Manager Review Committees.
He takes an active role in training and support for Tribal investment and 401(k) committees.
Mr. Davis was previously with Merrill Lynch’s Private Banking and Investment Group where he led his team's efforts in offering investment assistance to Native American Governments.
In 1997, he co-founded a semiconductor representative firm and launched a separate consulting firm that provided outsourced design and manufacturing.
Mr. Davis received his BS in Electrical Engineering from Seattle Pacific University.
He earned an MBA in Technology Management from the University of Washington's Executive School of Business where he focused on Venture Finance and Economics.
Actieve functies van Jason W. Davis
Bedrijven | Functie | Begin |
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Strategic Wealth Management, Inc.
Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Director of Research - Equity | 01-01-2006 |
Eerdere bekende functies van Jason W. Davis
Bedrijven | Functie | Einde |
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Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31-05-2006 |
Opleiding van Jason W. Davis
University of Washington | Masters Business Admin |
Seattle Pacific University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Strategic Wealth Management, Inc.
Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Finance |
Merrill Lynch & Co., Inc. | Finance |