Founding Partner | Chief Executive Officer@ TRUE Private Wealth Advisors
Salem, Oregon, United States
Brett Davis
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Willamette University MBA
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Tell me more about Brett Davis?
FlashIntel GPTBrett Davis is a highly experienced professional with over 31 years of work experience in private equity, entrepreneurship, and start-ups. He has a strong background in business strategy, management consulting, and asset management. Based in Salem, Oregon, Brett has held various positions at TRUE Private Wealth Advisors, Merrill Lynch, and IDLife. He is the Founding Partner - CEO at TRUE Private Wealth Advisors and has a proven track record in mergers and acquisitions, business development, and e-commerce. With a focus on alternative investments and marketing strategy, Brett Davis is a valuable asset in the financial services industry.
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Emails and Phone Numbers
Work Experience
Founding Partner | Chief Executive Officer
Founding Partner | Chief Executive Officer
Financial Services
Brett Davis's Professional Milestones
- Founding Partner | Chief Executive Officer (2012-09-01~): Provided accurate financial recommendations and guidance, optimizing company's financial performance and protecting company interests.
- Senior Financial Advisor (1999-01-01~2012-01-01): Achieved record-breaking financial returns through strategic planning and effective problem-solving.
Education
Finance,
General,
Finance, General
1990-1992Skill
Private Equity
Entrepreneurship
Start Ups
Business Strategy
Strategy
Management Consulting
Asset Management
Mergers And Acquisitions
Business Development
E Commerce
Alternative Investments
Marketing Strategy
Hedge Funds
Certification
Colleagues
Jason Herber
Founding Partner | Senior Wealth Advisor | Chief Financial Officer
Rachel Ellis
client service manager at true private wealth advisors
Teri Hughes
Client Service Manager
Mike Long
senior wealth advisor at true private wealth advisors
Sandra Wolcott
customer service manager at true private wealth advisors
Other Named Brett Davis
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Brett Davis works for TRUE Private Wealth Advisors
Brett Davis's role in TRUE Private Wealth Advisors is Founding Partner | Chief Executive Officer
Brett Davis works in the industry of Financial Services
Brett Davis's colleagues are Jason Herber,Rachel Ellis,Teri Hughes
Brett Davis's latest job experience is Founding Partner | Chief Executive Officer at TRUE Private Wealth Advisors
Brett Davis's latest education in Willamette University MBA
