Robert Davis

Vice President | Wealth Management at EP Wealth Advisors

Role
Vice President of Wealth Management at EP Wealth Advisors
Location
Salt Lake City, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Robert Davis

Testimonials are not permitted by law: The Securities and Exchange Commission (SEC)…

Experience

  1. Vice President of Wealth Management

    EP Wealth Advisors

    Oct 2020 — Present · Salt Lake City, UT, US

Education

  • Utah Valley University

    Associate's Degree, Associates Of Science

    2011 — 2013

  • Orange Coast College

    Associate's degree, General Studies

    2007 — 2008

  • Utah Valley University

    Bachelor's Degree, Personal Financial Planning

    2014 — 2016

Skills

  • Leadership
  • Social Media
  • Microsoft Office
  • Training
  • Customer Service
  • Sales Presentations
  • Marketing Strategy
  • Public Speaking
  • Creative Solutions
  • Team Building
  • Team Leadership
  • Sales Management
  • Management
  • Coaching
  • Health Education
  • Building Relationships
  • Public Relations
  • Fitness Training
  • Sales
  • Leadership Development
  • Product Marketing
  • Communication
  • Microsoft Excel

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Robert Davis — Vice President of Wealth Management at EP Wealth Advisors in Salt Lake City, UT, US | Unifers