Phil Davis
Vice President, Business Analyst Consultant at Bny Mellon
Based in Litchfield, United States
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Seniority
Vp
Department
Other
Location
Litchfield
Industry
Financial Services
Company size
54K
Contact information
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p•••••••@bnymellon.com
Phone
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Background
About Phil Davis
CFP - Certified Financial Planner (held from 1/9/1995 - 3/31/2022) CUA - Certified Usability Analyst (Human Factors International) Securities Licenses Series 6, 7, 63 (previously held) Specialties: Experienced in financial services, tax reporting and compliance, defined contribution/defined benefit retirement plans, transfer agency, DTCC products including Fund/SERV, Networking, CBRS, Experienced in full project/product development life cycle including requirements gathering, analysis, development, testing, implementation, documentation, training, project management, cross functional teams and hybrid agile methodologies.
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