Michael Davisson
Vice President, Senior Financial Advisor at Univest
Based in Leland, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Leland
Industry
Financial Services
Company size
976
Contact information
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m•••••••@univest.net
Phone
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Background
About Michael Davisson
Financial Services Professional with 25 years of diversified experience representing major organizations in the banking, brokerage and investment fields. Efficient time and territory manager with excellent organizational and follow-through abilities. Adept at building long-term relationships, characterized by trust, loyalty and leadership. Strong customer service orientation with proven project management skills. Specialties: • New Business Development • Relationship Management • Product Management • Project Management • Strategic Planning • Retirement Plan Services • Global Custody • Cash Management • Fund Administration • Investment Management Services • Pension Services (Defined Benefit, Defined Contribution) email: davissonm@univest.net Series 7, 63, & 66, Insurance License Securities and insurance products offered through Univest Investments, Inc, member FINRA & SIPC, and a licensed insurance agency. Investment advisory services offered through TCG Investment Advisory Inc. Univest Investments, Inc. and TCG Investment Advisory Inc. are affiliated companies. Securities and insurance products offered are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.
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