Gray Davis
Manager, Advisor Advocate
- Role
- Manager, Advisor Advocate at Newedge Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Manager, Advisor Advocate
Sep 2024 — Present · Charlotte, NC, US
Education
Auburn University
History
Skills
- Sales
- Investments
- Business Development
- Retirement Planning
- Series 7
- Mutual Funds
- Salesforce.com
- Marketing
- Cold Calling
- Quality Auditing
- Financial Statements
- Spreadsheets
- Retirement
- Recruiting
- Securities
- Finra
- Alternative Investments
- Broker Dealers
- New Business Development
- Contract Negotiation
- Pricing
- Marketing Strategy
- Crm
- Siebel
- Securities Regulation
- Securities Offerings
- General Securities Registered Representative
- Finance
- Wealth Management
- Microsoft Office
- Financial Services
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