Current Position:
Wealth Management Advisor at Greenleaf TrustExperience:
8 yearsLocation:
United StatesJan 2022 - Current
Jul 2019 - Jan 2022
Jun 2018 - Jul 2019
Jun 2017 - Jun 2018
Bachelor of Arts - BA at Kalamazoo College
Universidad Antonio de Nebrija
High School at Novi High School
Name: Greenleaf Trust
Speciality: Wealth Management, Wealth Management "Goals Based", Trust Administration, Retirement Planning, Retirement Plan Administration, Estate Settlement, Family & Foundation Services, Endowment & Foundation Services, Strategic Financial Planning, Asset Managment, Trust
Location: Kalamazoo, MI, United States
Employees: 100-200
HQ Phone: 269-388-9800
Description: Greenleaf Trust is a financial services center. They provide services that include wealth management, trust administration, retirement plan services, the family office, and instit...
How long has Steve Davis been working as a Wealth Management Advisor?
Steve Davis's total experience in various companies as a Wealth Management Advisor 3 years 8 months.What is Steve Davis's minimum period of employment in the companies?
Steve Davis's minimum period of employment in various companies is 1 year.What is Steve Davis's average duration of employment for different companies?
On average, Steve Davis works for one company for 1 year 6 monthsWhat industries has Steve Davis worked in?
Steve Davis works in the Financial Services. Previously, Steve Davis worked in the Management Consulting.What positions has Steve Davis held before?
Previously, Steve Davis worked as a Wealth Management Associate, and Graduate Intern, and Client Service Intern.How do I contact Steve Davis?
Steve Davis's email address is d*****s@greenleaftrust.com, phone number is +1-***-***-9342. Sign up to get contact details.Who are Steve Davis's peers at other companies?
Steve Davis's peers at other companies are Nikki Wang and Frank Ramson and Emily DeSimoneFind email for 850M+ professionals