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Spencer Davis Cfa Fmva

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Spencer Davis Cfa Fmva

Vice President, Assoc. Director of Strategy & Analytics - Goals Driven Wealth Management | Northern Trust Wealth Management

Newport Beach, California, United States

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Spencer Davis Cfa Fmva

Summary

Spencer Davis is a dynamic financial professional with over 7 years of experience in wealth management and private banking, specializing in high-net-worth clients. Currently serving as Vice President of Strategy & Analytics at Northern Trust Wealth Management, he leads a team focused on data-driven insights to enhance product strategies. Spencer's background includes significant roles in client relationship management, financial analysis, and strategic planning across various industries, including trucking and monetary authorities. He is recognized for his leadership in cross-functional teams and his ability to influence decision-making through data visualization and interactive dashboards. An advocate for continuous learning, Spencer is also pursuing advanced certifications in finance. His commitment to excellence is reflected in his academic achievements, having graduated Magna Cum Laude and served as Salutatorian. Spencer's unique blend of analytical skills and customer service expertise positions him as a key player in the financial services sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Spencer Davis Cfa Fmva

Work Experience

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Vice President, Assoc. Director of Strategy & Analytics - Goals Driven Wealth Management at

Northern Trust Wealth Management

May 2024 - Present

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Vice President, Regional Director - Goals Driven Wealth Management at

Northern Trust Wealth Management

August 2021 - May 2024

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2nd Vice President, Sr. Investment Associate at

Northern Trust Wealth Management

February 2019 - July 2021

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Officer, Account Manager at

Northern Trust Wealth Management

November 2016 - January 2019

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Accountant at

IMG

April 2016 - November 2016

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Accountant at

The Scott Fetzer Company

June 2014 - April 2016

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Student Brand Manager at

Red Bull

August 2012 - May 2014

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Finance Rotational Program at

Polyone

May 2013 - August 2013

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Intern at

Bendix Commercial Vehicle Systems LLC

August 2011 - August 2012

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Spencer Davis Cfa Fmva

Education

Corporate Finance Institute® (CFI)

January 2019

University of North Carolina at Chapel Hill, Master Of Science - Ms

January 2020 - January 2022

Miami University, Bachelor Of Science (Bs)

January 2010 - January 2014

Miami University, Bachelor Of Science - Bs

January 2010 - January 2014

Open Door Christian Schools, High School Diploma

January 2006 - January 2010

Frequently Asked Questions about Spencer Davis Cfa Fmva

What is Spencer Davis Cfa Fmva email address?

Spencer Davis Cfa Fmva's primary email address is *************@northerntrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Spencer Davis Cfa Fmva work for?

Spencer Davis Cfa Fmva is a Vice President, Assoc. Director of Strategy & Analytics - Goals Driven Wealth Management at Northern Trust Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where Spencer Davis Cfa Fmva graduated from?

Spencer Davis Cfa Fmva holds a degree in from Corporate Finance Institute® (CFI).

How can I directly contact Spencer Davis Cfa Fmva?

To contact Spencer Davis Cfa Fmva directly, you can use the email address *************@northerntrust.com. Complete contact information is available upon registration with Muraena.

Who is Spencer Davis Cfa Fmva?

Spencer Davis is a dynamic financial professional with over 7 years of experience in wealth management and private banking, specializing in high-net-worth clients. Currently serving as Vice President of Strategy & Analytics at Northern Trust Wealth Management, he leads a team focused on data-driven insights to enhance product strategies. Spencer's background includes significant roles in client relationship management, financial analysis, and strategic planning across various industries, including trucking and monetary authorities. He is recognized for his leadership in cross-functional teams and his ability to influence decision-making through data visualization and interactive dashboards. An advocate for continuous learning, Spencer is also pursuing advanced certifications in finance. His commitment to excellence is reflected in his academic achievements, having graduated Magna Cum Laude and served as Salutatorian. Spencer's unique blend of analytical skills and customer service expertise positions him as a key player in the financial services sector.

Spencer`s contact details

mail

*************@northerntrust.com

*************@ntrs.com

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Cfp Joseph Moorhead Cima

Vice President, Financial Advisor

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