Troy F Davidson

Account Executive

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Position:

Account Executive at Fidelity Investments

Location:

Irvine, California

Industry:

Financial Services

Work:

Fidelity Investments - Orange County, California Area since 2012
Account Executive
Merrill Lynch - Orange County, California Area 2010 - 2012
Wealth Management Advisor
JPMorgan Chase 2009 - 2010
Business Specialist and Licensed Personal Financial Representative
Tax & Financial Group Feb 2008 - Nov 2010
Financial Advisor
Del Mar Financial Partners, Inc. Aug 2008 - Jan 2009
Recruiting Specialist

Education:

San Diego State University-California State University 2006 - 2008
MBA, Finance San Diego State University-California State University 2001 - 2005
BA, Business Administration Managment

Skills:

Financial Planning
Financial Advisory
Financial Analysis
Portfolio Management
Insurance
Market Analysis
Teamwork
Business Analysis
Entrepreneurship
Retirement Planning
Wealth Management
Investments
Asset Management
Estate Planning
Mutual Funds
Annuities
Series 7
401k
Risk Management
Retirement
Securities
Business Planning
Banking
Tax
Equities
Cash Management
Small Business
Succession Planning
Commercial Lending
Financial Management
Loans
Investment Advisory
Strategic Financial Planning
Fixed Annuities

Interests:

Financial Planning, Financial Advisor, Finance, Sales, Certified Financial Planner (CFP), Snowboarding, Ice-Hockey, Surfing, Football, Soccer

Owner, Davidson Group

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Position:

Owner at Davidson Group

Location:

New York, New York

Industry:

Restaurants

Work:

Davidson Group
Owner
Bennigan's Grill & Tavern 2003 - 2008
Owner/Franchisee
McDonald's Corporation 1999 - 2003
Business Consultant

Troy Davidson

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Location:

United States