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Brett Davidson's
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Current Position:

Associate Wealth Manager at BNY Wealth

Experience:

12 years

Location:

Newport Beach, California

How to contact Brett Davidson

Last updated:2025-07-24
emaild************t@bny.com
phone+1-***-***-9564
LinkedIn
Twitter
Facebook

Analytics

According to LinkedIn Brett Davidson started working on 2013, then the employee has changed 6 companies and 9 jobs. On average, Brett Davidson works for one company for 1 year 3 months. Brett Davidson has been working as a Associate Wealth Manager for BNY Wealth for 1370 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Associate Wealth Manager at BNY Wealth

Dec 2021 - Current

Advisory Investment Specialist at UBS

Jul 2021 - Dec 2021

Wealth Planning Specialist at UBS

Jan 2021 - Jul 2021

Financial Advisor at UBS

Mar 2019 - Jan 2021

Training Financial Advisor at UBS

Jan 2019 - Mar 2019

Server at BJ's Restaurants, Inc.

Jul 2016 - Nov 2018

Financial Services Intern at Foresters Financial

May 2018 - Aug 2018

Eminent Treasurer at Sigma Alpha Epsilon Fraternity

Jan 2017 - Jan 2018

Sales Representative at AMERITECH CONSTRUCTION CORPORATION

Jan 2016 - Jul 2016

Dining Room Busser at Rose's Restaurant and Bakery

Jun 2013 - Jul 2015

Education

Bachelor's degree at University of Colorado Boulder

Current Company Information BNY Wealth

Name: BNY Wealth

Speciality: Wealth Management, Investment Management, Wealth & Estate Planning, Private Banking, Endowments and Foundations, Family Office Services, Planned Giving Services, Global Custody, Generational Wealth Transfer, Business Transitions

Location: New York, NY, United States

Employees: 10000+

Description: For over 240 years, we’ve been helping our clients build, manage and sustain their wealth. Today, with approximately $339B in total private client assets and backed by $2.1T in a...

Frequently Asked Questions

How long has Brett Davidson been working as a Associate Wealth Manager?

Brett Davidson's total experience in various companies as a Associate Wealth Manager 3 years 9 months.

What is Brett Davidson's minimum period of employment in the companies?

Brett Davidson's minimum period of employment in various companies is 2 months.

What is Brett Davidson's average duration of employment for different companies?

On average, Brett Davidson works for one company for 1 year

What industries has Brett Davidson worked in?

Brett Davidson works in the Financial Services. Previously, Brett Davidson worked in the Restaurants, and Higher Education, and Construction.

What positions has Brett Davidson held before?

Previously, Brett Davidson worked as a Advisory Investment Specialist, and Wealth Planning Specialist, and Financial Advisor, and Training Financial Advisor, and Server.

How do I contact Brett Davidson?

Brett Davidson's email address is d************t@bny.com, phone number is +1-***-***-9564. Sign up to get contact details.

Who is the President/CEO/Director of the BNY Wealth?

The President/CEO/Director of the BNY Wealth is Jennifer Lovett

Who are Brett Davidson's peers at other companies?

Brett Davidson's peers at other companies are Daniel Gaukel and Danielle Cain and David Stepke
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Brett Davidson Namesakes

Name
Company
Position
B
MTB Atlanta, MTB Atlanta Pro Trails
Executive Director
B
NRT Technology Corp.
Back End Developer
B
B&D Automation LLC
Owner
B
Davinvests
Executive Director
B
Manager of Taxation and Reporting
B
Edge Network Engineer

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