Joshua Davies has been working as a Operations Manager in Cornerstone Wealth Management since 2017. Additionally, Joshua Davies has on-the-job experience at more than four companies in the related field. Joshua has a total work experience of two+ years. Joshua Davies studied at the Brigham Young University from 2010 to 2016. Now this expert lives in Poway, California region. Find Joshua Davies's actual email address and phone through our search.
Name variants:
Joshuah Davies,
Josh Davies
Last updated May 28, 2024
Contact Information
Last Update
Jul 8, 2022
Email
jo**@cornerstonewm.com, jd**@gmail.com
Location
Poway, CA
Company
Workplace
Operations Manager
San Diego, CA
Industry
Financial Services, Financial Advisory Services, Investment Management Services, Business Services Investment Advisory Service, Investment Advice
Colleagues
Work History
Operations Manager
16935 west Bernardo Dr SUITE 260, San Diego, CA 92127
I oversee the adoption of new technologies at Cornerstone Wealth Management, including new ways of tracking the many private and alternative investments held in the 400+ client accounts we a...
from Jul 2017
Operations Director
In addition to creating and managing the company's CRM system, I coordinate the acquisitions and dispositions of residential properties. This also includes long-term contact with residents a...
Jan 2017 — Jul 2017
Financial Specialist
Provo, UT
I worked in the On-Campus Housing office at BYU, managing thousands of contracts and tens-of-thousands of transactions each semester.
Jun 2015 — Sep 2016
Education
2010 — 2016
Occupations
Executive
Operations Manager
Director of Operations
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper
Skills
Editing
Powerpoint
Public Speaking
Research
Microsoft Office
Microsoft Word
Spss
Customer Service
Strategic Planning
Teaching
Management
Microsoft Excel
Social Media
Leadership
Schwab Portfolio Center
Portfolio Management
Financial Statements
Salesforce.com
Salesforce.com Development
Microsoft Sql Server
Visual Basic For Applications
Python
Sql
Customer Relationship Management
Xpath
Selenium
Transact Sql
T Sql Stored Procedures