Susan McCormick Davis

Experience

1. Senior Vice President

   Five Rings Financial, Llc

   Aug 2014 — Present · San Diego, CA, US

   Given the recent economic turmoil and the instability of the markets, more and more Americans are looking for strategies and solutions that can provide them a guaranteed income for life in retirement and the kind of safety their families deserve. What’s more, they’re having to worry about the rising costs of health care and increasing longevity. Balancing all of these priorities may be challenging … but with the proper guidance, making sound financial decisions doesn’t have to be one of those challenges.I joined this team of financial professionals to assist my clients in accomplishing personal and retirement goals. My role is to educate you on the options available for meeting your financial objectives and assist you in making more informed decisions. After 30 years in the brokerage industry, if I could create a company to serve middle Americans, it would be this one. I work with each individual, family and business in a one-on-one environment and develop personalized strategies for taking appropriate steps given your particular situation.

Education

• George Mason University

  BA

  1976 — 1980

• George Mason University

  Government & Politics

Skills

• Training
• New Business Development
• Business Development
• Negotiation
• Coaching
• Insurance
• Marketing
• Strategic Planning
• Marketing Strategy
• Leadership
• Practice Management Coaching
• Start-Ups
• Financial Services
• Recruiting
• Risk Management
• Sales
• Investments
• Financial Advisory
• Client Development
• Small Business
• Sales Management
• Account Management
• Financial Analysis