Bob Davee

Financial Planner @LPL Financial

Portland, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2022 — Present

Financial Planner @LPL Financial

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Portland, OR, US

EDUCATION

2013 — 2014

University of Georgia - Terry College of Business

Financial Planning Certificate Program

N/A

Northwestern University - Kellogg School of Management

MBA, Marketing, Finance

N/A

Indiana University - Kelley School of Business

BS, Finance with Honors

SKILLS

Alternative InvestmentsInvestor PresentationsRetirementAsset ManagmentNew Business DevelopmentReal Estate InvestmentAssetAsset ManagementClient Service

ABOUT BOB DAVEE

Oregon Trail Investment Services is excited to announce the opening of our Beaverton…

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