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Carl Davis's
email & phone

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Current Position:

Senior Wealth Manager at BNY Wealth

Experience:

25 years

Location:

Atlanta, Georgia

How to contact Carl Davis

Last updated:2023-09-01
emaild********l@bny.com
phone+1-***-***-2376
LinkedIn
Skype

Analytics

According to LinkedIn Carl Davis started working on 2000, then the employee has changed 2 companies and 9 jobs. On average, Carl Davis works for one company for 2 years 3 months. Carl Davis has been working as a Senior Wealth Manager for BNY Mellon Wealth Management for 884 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Senior Wealth Manager at BNY Wealth

Apr 2023 - Current

Wealth Manager at BNY Wealth

Jun 2021 - Apr 2023

Senior Wealth Analyst at BNY Wealth

Dec 2015 - Jun 2021

Wealth Manager at BNY Wealth

Jan 2014 - Nov 2015

Associate Wealth Manager at BNY Wealth

Jul 2012 - Dec 2013

Closed-End Fund & ETF Specialist, Vice President at Morgan Keegan & Company

Sep 2009 - Apr 2012

Associate ETF Analyst at Raymond James

Mar 2007 - Sep 2009

Associate Analyst - Closed-End Fund Research at Raymond James

Sep 2003 - Mar 2007

Product Liaison - Closed-End Fund Research at Raymond James

Sep 2002 - Sep 2003

Junior Product Liaison - Closed-End Fund Research at Raymond James

Sep 2000 - Sep 2002

Intern - Closed-End Fund Research at Raymond James

May 2000 - Aug 2000

Education

BS at University of South Florida

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 Carl Davis been working as a Senior Wealth Manager?

Carl Davis's total experience in various companies as a Senior Wealth Manager 2 years 5 months.

What is Carl Davis's minimum period of employment in the companies?

Carl Davis's minimum period of employment in various companies is 3 months.

What is Carl Davis's average duration of employment for different companies?

On average, Carl Davis works for one company for 2 years 3 months

What industries has Carl Davis worked in?

Carl Davis works in the Financial Services.

What positions has Carl Davis held before?

Previously, Carl Davis worked as a Wealth Manager, and Senior Wealth Analyst, and Associate Wealth Manager, and Closed-End Fund & ETF Specialist, Vice President, and Associate ETF Analyst.

How do I contact Carl Davis?

Carl Davis's email address is d********l@bny.com, phone number is +1-***-***-2376. 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 Lester Arana

Who are Carl Davis's peers at other companies?

Carl Davis's peers at other companies are Tatum Schuler and Erick Conway and Paul Traczyk
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Carl Davis Namesakes

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Starship Engineering Manager
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Training Program Effectiveness Manager
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Exciting new opportunity in Planning/Purchasing
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President of Agency Operations

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