Derek Davis
RAAMPS / PortfolioCoach
- Role
- Co-founder Director of Investment Strategies at Skyoak
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Derek Davis
My team and I strive to provide the best returns with limited risk; this has led to…
Experience
Co-founder Director of Investment Strategies
Feb 2010 — Present · Las Vegas, NV, US
Education
United States Naval Academy
Computer Science / Electrical Engineering
1980 — 1982
Utah State University
Computer Engineering / Business Administration
1982 — 1984
Skills
- Financials
- Financial Modeling
- Financial Management
- Financial Planning
- Financial Advisory
- Portfolio Management
- Portfolio Strategy
- Model Portfolios
- Portfolio Optimization
- Wealth Preservation
- Wealth Management
- Private Wealth Management
- Wealth Building
- Wealth Preservation Strategies
- Wealth Accumulation
- Comprehensive Wealth Management
- Wealth Transfer Planning
- Wealth Transfer
- Investment Advisory
- Investments
- Investment Strategies
- Investment Products
- Insurance
- General Insurance
- Insurance Planning
- Health Insurance
- Annuities
- Annuity
- Fixed Annuities
- Wealth
- Strategic Financial Planning
- Risk Management
- Managerial Finance
- Wealth Management Services
- Retirement
- Financial Planners
- Financial Services
- Finance
- Strategic Planning
- Life Insurance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.