Gregory Davis
President at Vertex Financial Advisors
- Role
- President at Vertex Financial Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Gregory Davis
I discovered at a very young age that my passion was solving problems. When it came time…
Experience
President
May 2012 — Present
Vertex Financial Advisors is an Independent Registered Investment Advisory firm. We focus on providing investment advisory services to individuals and non-profit organizations. We also provide comprehensive financial plans for high income families.
Education
Drexel University
MBA
1992 — 1996
Skills
- Investments
- Finance
- Social Media
- Strategic Planning
- Strategy
- Social Networking
- Event Planning
- Customer Service
- Leadership
- Public Speaking
- Strategic Financial Planning
- Entrepreneurship
- Business Development
- New Business Development
- Management
- Financial Analysis
- Team Building
- Marketing
- Insurance
- Mergers & Acquisitions
- Financial Planning
- Leadership Development
- Business Planning
- Fundraising
- Budgeting
- Budgets
- Risk Management
- Nonprofits
- Organizational Development
- Program Management
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