Jennifer Davis
Private Wealth Advisor | Founder, SkyOak Capital | AI-Driven RAAMPS Strategies | Advocate for Tax Efficiency, Legacy Planning & Rescue Dogs 🐾
- Role
- Chief Executive Officer & Private Wealth Advisor at Skyoak
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jennifer Davis
I’m a Private Wealth Advisor with 30+ years of experience helping individuals, families…
Experience
Chief Executive Officer & Private Wealth Advisor
Feb 2010 — Present · Las Vegas, NV, US
Education
California State University
BS, Business and Economics
1985 — 1990
Skills
- Securities
- Management
- Strategic Financial Planning
- Insurance
- Trading
- Asset Managment
- Series 7
- Series 63
- Investment Advisory
- 401(K) Retirement Savings Plans
- Wealth
- Strategic Planning
- Portfolio Management
- Financial Advisory
- Investments
- Investment Management
- Banking
- Risk Management
- Financial Services
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