Bob Davee
Financial Planner @LPL Financial
Portland, OR, US
EMAILS
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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