What is Cfp Bob Davis email address?

Cfp Bob Davis's primary email address is **************@keybank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Bob Davis work for?

Cfp Bob Davis is a Vice President and Portfolio Manager at R.M. Davis, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Bob Davis graduated from?

Cfp Bob Davis holds a degree in Certificate Of Advanced Study In Financial Planning from Merrimack College.

How can I directly contact Cfp Bob Davis?

To contact Cfp Bob Davis directly, you can use the email address **************@keybank.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Bob Davis?

Bob Davis is a seasoned financial professional with over two decades of experience in wealth management and portfolio management. Currently serving as the Vice President and Portfolio Manager at R. M. Davis, he has a robust background in cash management, credit analysis, and estate planning. Bob has held leadership positions at prestigious institutions like KeyBank, where he was Senior Vice President of Private Banking. He holds a Certificate of Advanced Study in Financial Planning from Merrimack College, demonstrating his commitment to continuous learning in the financial sector. His diverse experience spans various roles, showcasing his adaptability and expertise in the financial landscape. Bob is known for his strategic approach in managing client portfolios and fostering long-term relationships. He is passionate about empowering clients to achieve their financial goals through personalized advisory services. Outside of work, he is likely to be involved in community initiatives, reflecting his commitment to giving back.