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Spencer Davis Cfa Fmva
Spencer Davis Cfa Fmva
Vice President, Assoc. Director of Strategy & Analytics - Goals Driven Wealth Management | Northern Trust Wealth Management
Newport Beach, California, United States
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.
Spencer Davis Cfa Fmva
Work Experience
Vice President, Assoc. Director of Strategy & Analytics - Goals Driven Wealth Management at
Northern Trust Wealth Management
May 2024 - Present
Vice President, Regional Director - Goals Driven Wealth Management at
Northern Trust Wealth Management
August 2021 - May 2024
2nd Vice President, Sr. Investment Associate at
Northern Trust Wealth Management
February 2019 - July 2021
Officer, Account Manager at
Northern Trust Wealth Management
November 2016 - January 2019
Accountant at
IMG
April 2016 - November 2016
Accountant at
The Scott Fetzer Company
June 2014 - April 2016
Student Brand Manager at
Red Bull
August 2012 - May 2014
Finance Rotational Program at
Polyone
May 2013 - August 2013
Intern at
Bendix Commercial Vehicle Systems LLC
August 2011 - August 2012
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
*************@northerntrust.com
*************@ntrs.com
Colleagues
Portfolio Manager, Vice President
Vice President - Senior Portfolio Advisor
Vice President, Private Client Services
Senior Trust Advisor, Senior Vice President
Senior Real Estate Asset Manager - Vice President
Vice President & Trust Advisor
Vice President, Senior Relationship Advisor
Second Vice President | Client Communications Manager
Vice President, Trust Advisor - Global Family & Private Investment Offices
Vice President, Financial Advisor