Since 2012, Bob Stai Davis has been working in Certified Financial Planner based 933, 933. This professional is a competent Subject Matter Expert For the Certified Financial Planner Board of Standards, Inc with over 18 years of work experience. According to Bob's CV and work profile, Bob has worked at more than ten places with numerous backgrounds and gained different skills. Bob attended school at the Michigan State University from 2013 to 2014. This person has professional certification as Certified Financial Planner (Tm) and the person has studied English and Spanish. Bob Stai Davis can be found in Minneapolis, Minnesota – where this professional is currently located. You can search for this professional's phone and email. We can also provide you with exhaustive contact information upon request.
Name variants:
Robert Davis
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 8, 2022
Email
rs**@financialcompass.com
Location
Minneapolis, MN
Company
Workplace
Subject Matter Expert For the Certified Financial Planner Board of Standards, Inc
Neptune, NJ
Industry
Investment Advisory Service
Colleagues
Work History
Subject Matter Expert For the Certified Financial Planner Board of Standards, Inc
Clinton, MO
Served as a Subject Matter Expert, developing and writing questions for the prestigious Certified Financial Planner (TM) (CFP(R)) exam. The CFP(R) exam is a 10-hour exam taken over 2 days. T...
Oct 2012 — Oct 2012
Volunteer Mentor - Youth Ambassador Program
Mentored up to 10 Youth Ambassadors, who came from throughout the United States, on an international cultural exchange and leadership program. One week in Washington, D.C. and three weeks in...
2011 — Jul 2011
Wealth Manager, Registered Investment Advisor, Business Owner
7510 Market Place Dr, Eden Prairie, MN 55344
from Mar 2005
Financial Advisor
8500 Normandale Lake Blvd SUITE 950, Bloomington, MN 55437
Feb 1998 — Dec 2004
Adult Volunteer Leader
1325 west Walnut Hill Ln, Irving, TX 75038
Led Cub Scout Dens and Packs.
Currently Committee Member of Boy Scout Troop.
Adult advisor for BSA's National Youth Leadership Training (NYLT).
Various Trainer positions.
from Sep 2001
Education
2013 — 2014
1992 — 1996
1980 — 1985
1977 — 1980
Occupations
Executive
Manager
Subject Matter Expert
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Volunteer
Counselor
Operations Manager
Skilled Professional
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Non-Profit
Advisor
Skills
Leadership
Public Speaking
Fundraising
Strategic Planning
Event Planning
Mentoring
Non Profits
FAQs about Bob Stai Davis
What is the main profession of Bob Stai Davis?
Bob Stai Davis is a Wealth Manager, Registered.
What jobs is Bob proficient at at?
Bob is a professional Executive and Manager jobs.
Where is Bob Stai Davis located?
Bob Stai Davis is currently located in Minneapolis, Minnesota.
What is the expert's email?
Bob Stai Davis's email is rs**@financialcompass.com.
Where did Bob Stai Davis work?
Bob worked at Certified Financial Planner, Partners of the Americas.
Where has Bob Stai Davis studied?
Bob studied at the Michigan State University from 2013 to 2014.
Are there any certifications, that Bob Stai Davis has?
Bob Stai Davis received the following certifications: Certified Financial Planner (Tm).
What languages does Bob Stai Davis speak?
Bob Stai Davis speaks English and Spanish.