Bob Davee
Financial Professional and Partner with Oregon Trail Investment Services | Passionate about making financial planning easy
- Role
- Financial Planner at LPL Financial
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bob Davee
Oregon Trail Investment Services is excited to announce the opening of our Beaverton…
Experience
Financial Planner
May 2022 — Present · Portland, OR, US
Education
University of Georgia - Terry College of Business
Financial Planning Certificate Program
2013 — 2014
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance
Indiana University - Kelley School of Business
BS, Finance with Honors
Skills
- Alternative Investments
- Investor Presentations
- Retirement
- Asset Managment
- New Business Development
- Real Estate Investment
- Asset
- Asset Management
- Client Service
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