Matthew Davis is a qualified expert, working in Sunridge Advisors main office of which is in 589. as a Chief Executive Officer and President since 2013. This expert gained professional experience in more than four positions at different companies. Matthew Davis went to the University of California, Riverside and got education there from 2000 to 2001. Matthew has such professional qualifications as License Series 66 and License 0D45032. Coppell, Texas is the city, where this person was lastly known to be located. Matthew Davis's phone number and email are accessed through this website on demand.
Name variants:
Mathew Davis,
Matthieu Davis,
Matt Davis,
Mat Davis,
Matty Davis,
Mattie Davis
Last updated Jun 07, 2024
Contact Information
Last Update
Jul 7, 2022
Location
Coppell, TX
Company
Sunridge Advisors
Workplace
Chief Executive Officer and President
Work History
Chief Executive Officer and President
27450 Ynez Rd SUITE 228, Temecula, CA 92591
Giving financial advise, managing portfolios, and making sure people are properly insured.
from Aug 1, 2013
Investment Advisor Representative
9111 Cypress Waters Blvd, Dallas, TX
Helping clients manage risk and volatility. Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advis...
from Aug 2013
Education
2000 — 2001
1998 — 2000
1997 — 1998
1994 — 1997
Occupations
Executive
Chief Executive Officer
Chairperson
Accountant
Finance and Accounting Specialist
Advisor
Representative
IT Professional
DB Administrator
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Database Administration Professional
Database Administrator
Skills
Retirement Planning
Fixed Annuities
Iras
Retirement
Investments
Risk Management
Estate Planning
Life Insurance
Finance
Securities
Asset Allocation
Mutual Funds
401K Rollovers
Term Life Insurance
Management
Asset Management
Special Needs Trusts
Stocks
Bonds
FAQs about Matthew Davis
What is the main profession of Matthew Davis?
Matthew Davis is a Chief Executive Officer and President.
What jobs is Matthew proficient at at?
The expert is a professional Executive and Chief Executive Officer jobs.
Where does Matthew Davis currently live?
Matthew Davis lives in Coppell, Texas.
Where did Matthew Davis work?
Matthew worked at Sunridge Advisors, Fusion Capital Management.
Where has Matthew Davis studied?
Matthew studied at the University of California, Riverside from 2000 to 2001.
What are the certifications of Matthew Davis?
The professional received the following certifications: License Series 66 and License 0D45032.
What is the industry that Matthew Davis worked in?
Matthew Davis works in Financial Services industry.
Are there any special skills Matthew Davis has?
This person has skills in the following areas: Retirement Planning, Fixed Annuities, Iras, Retirement, Investments, Risk Management, Estate Planning, Life Insurance, Finance, Securities, and Asset Allocation.