Brian Davis is a skilled expert, that works in Retirement Checkbook on the position of Director of New Business Development since 2013. This person has earned professional experience in more than ten positions at various companies. Brian Davis went to the Uc Santa Barbara and was studying there from 1997 to 2001. Cleveland, Ohio is the area, where this person was lastly known to be settled. Brian Davis's phone number and email are easily accessed through SoftwareOfficial by request.
Name variants:
Bryan Davis,
Bryant Davis
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 8, 2022
Email
do**@yahoo.com, br**@independentira.com, bd**@theentrustgroup.com
Location
Cleveland, OH
Company
Retirement Checkbook
Workplace
Director of New Business Development
Work History
Director of New Business Development
I help assist people in taking control of their retirement accounts. Why not invest in what you know best! With a Self-Directed IRA you can invest in just about anything! I help teach people...
from Jul 2013
President
3111 Camino Del Rio north STE 400, San Diego, CA 92108
Independent IRA is a one stop shop for all your self-directed IRA and 401(k) needs. As president, Brian’s mission is to help investors who need self-directed IRA custodial accounts as well a...
from Jul 2012
Director of Business Development
406 South Jordan Pkwy SUITE 640, South Jordan, UT 84095
I help assist people in taking control of their retirement accounts. Why not invest in what you know best! With a Self-Directed IRA you can invest in just about anything! I help teach people...
from May 2012
Business Development Manager
555 12Th St SUITE 1250, Oakland, CA 94607
Worked to develop strategic partners to open a Self-Directed IRA
Conducted Seminars and Webinars on Self-Directed IRAs
Worked on spreading the message on all types of Self-Directed Retire...
Sep 2009 — Apr 2012
Education
1997 — 2001
Occupations
Executive
Owner
Chief Executive
Skills
Retirement
Alternative Investments
Investments
Financial Advisory
Finance
Strategy
Fixed Annuities
Business Development
Real Estate
Insurance
Iras
Mortgage Lending
Investment Properties
Loans
Private Equity
Asset Management
Small Business
Mergers and Acquisitions
Due Diligence
Retirement Planning
Life Insurance
Portfolio Management
Funding
Asset Managment
Strategic Financial Planning
Financial Services
Strategic Partnerships
Investment Strategies
Wealth Management
Valuation
Hedge Funds
Employee Benefits
Financial Modeling
Financial Planning
Disability Insurance
Mutual Funds
Series 7
Venture Capital
Investment Advisory
Asset Allocation
Wealth
401K
Securities
Equities
New Business Development
FAQs about Brian Davis
What is the profession of Brian Davis?
This professional's job is Director of New Business Development
What are the profession of Brian Davis?
These person's professions are Executive and Owner
Where does Brian Davis live?
Brian Davis currently lives in Cleveland, Ohio.
What is the professional's email?
The expert's email is do**@yahoo.com and br**@independentira.com.
How many companies did Brian Davis work at?
Brian Davis worked at ten jobs.
Where has Brian Davis studied?
Brian studied at the Uc Santa Barbara from 1997 to 2001.
Are there any professional industries Brian Davis is connected to?
This person works in Investment Management industry.
What are special skills of Brian Davis?
This professional has the following skills: Retirement, Alternative Investments, Investments, Financial Advisory, Finance, Strategy, Fixed Annuities, Business Development, Real Estate, Insurance, and Iras.