Brian J. Davis
Market Lead | Private Wealth Advisor Consultant
- Role
- Market Lead Private Wealth Advisor Consultant at Nuveen at Nuveen, a TIAA company
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Market Lead Private Wealth Advisor Consultant at Nuveen
Present
Education
University of Dayton
BA, Finance, Marketing
2001 — 2005
Xavier University
MBA, Finance Focus
2007 — 2010
Skills
- Relationship Management
- Series 7
- Etfs
- Financial Analysis
- Investment Management
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Investment Advisory
- Asset Managment
- Series 65
- Business Development
- Wealth Management
- Asset Management
- Portfolio Management
- Selling
- Investments
- Sales
- Retirement Planning
- Finra
- Mutual Funds
- Asset Allocation
- Trading
- 401k
- Financial Services
- Securities
- Equities
- Financial Advisory
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