Alice F. Davis
Senior Client Relationship Manager at OneDigital
- Role
- Senior Client Relationship Manager at OneDigital
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Alice F. Davis
My work includes supporting plan sponsor services as well as working with the plan…
Experience
Senior Client Relationship Manager
Jan 2021 — Present · Atlanta, GA, US
My work includes supporting plan sponsor services as well as working with the plan participants to help ensure they understand their plan features.Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital Investment Advisors is a separate entity from Triad Advisors, LLC.
Education
University of Georgia - Terry College of Business
BBA, Marketing
1994 — 1998
The University of Georgia
BBA, Marketing
1994 — 1998
Skills
- Salesforce.com
- Mutual Funds
- 401k
- Client Relationship Building
- Series 6
- Insurance
- Client Services
- Finra Series 6
- Financial Services
- Crm
- Retirement Planning
- Erisa
- Series 63
- Retirement
- Employee Benefits
- Client Retention
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