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Steve Davis's
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Current Position:

Wealth Management Advisor at Greenleaf Trust

Experience:

8 years

Location:

United States

How to contact Steve Davis

Last updated:2023-03-31
emaild*****s@greenleaftrust.com
phone+1-***-***-9342
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Analytics

According to LinkedIn Steve Davis started working on 2017, then the employee has changed 1 company and 3 jobs. On average, Steve Davis works for one company for 2 years 1 month. Steve Davis has been working as a Wealth Management Advisor for Greenleaf Trust for 1339 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Management Advisor at Greenleaf Trust

Jan 2022 - Current

Wealth Management Associate at Greenleaf Trust

Jul 2019 - Jan 2022

Graduate Intern at Humanex Ventures

Jun 2018 - Jul 2019

Client Service Intern at Humanex Ventures

Jun 2017 - Jun 2018

Education

Bachelor of Arts - BA at Kalamazoo College

Universidad Antonio de Nebrija

High School at Novi High School

Current Company Information Greenleaf Trust

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...

Frequently Asked Questions

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 months

What 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 DeSimone
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Steve Davis Namesakes

Name
Company
Position
S
SSD Medical
Founding Partner
S
President, CERTIFIED FINANCIAL PLANNER™ Professional
S
Retired, and traveling
Retired
S
DK Media Solutions
SVP/Partner: Davis-Kent Media Solutions
S
Welter Storage Equipment Co Inc
Internet Sales & Marketing
S
Steve Davis Design
Art Director
S
Telecommunications Consultant

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