Michael Davis, AAMS®

VP - Sr. Financial Consultant

+1 415-263-4396

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 4, 7, 9, 10, 24, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

35 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2005-present
  • Active Trader Investment Consultant, Charles Schwab, 1999-2005
  • Broker, Morgan Stanley, 1997-1999
  • Assistant Broker, Merrill Lynch, 1996-1997
  • Sales Assistant, WedBush Morgan Securities, 1994-1996
  • Options Risk Analysis Clerk, Pacific Stock Exchange, 1987-1991

Education

  • MPPA, Public Policy, Northwestern University
  • MBA, Strategic Leadership, Dominican University
  • BA, Political Science, UC Davis

Personal interests and affiliations

  • Sat on UC Davis Scholarship Committee for Marin & Sonoma County
  • Sat on the Advokids Board, a Foster Kids Foundation
  • Served on Dominican University Board of Trustees
  • Sit on Dean's Advisory Board for Wichita State U School of Business

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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