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Tony Davis
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Responsible forbusinessdevelopment,pipeline,anddistributionof PNCactivelymanagedmutual fund portfoliostoIndependent,RIA andWirehouse officesinthe WesternUnitedStates. RetirementPlanandDCIOconsultantforFinancial Advisors specializinginEmployerQualifiedPlans,as well aslargerThirdParty Administrators(TPA's). Multi-facetedinvestmentprofessional withmore than20 years of sales,relationshipmanagement, independentadvisoryfirm, productmarketing,andinvestmentresearchexperience.Thisincludes developingmultiple new salesterritorieswithemphasisonthe independentandwire-house advisor channel.Expertiseincludes: - Buildingterritories&growingsalesresults - Relationshipdevelopmentandmanagement - Identifyingopportunitiesforgrowth - Presentingcomplexinformationsimply - Improvingefficiency&increasingsalesforinvestmentadvisors - Customizing&implementingabusinessplan - Partneringwithcolleaguestoachievecommongoals - Problemsolvingwithcreativesolutions.

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Tony Linkedin

  • 1. Responsible forbusinessdevelopment,pipeline,anddistributionof PNCactivelymanagedmutual fund portfoliostoIndependent,RIA andWirehouse officesinthe WesternUnitedStates. RetirementPlanandDCIOconsultantforFinancial Advisors specializinginEmployerQualifiedPlans,as well aslargerThirdParty Administrators(TPA's). Multi-facetedinvestmentprofessional withmore than20 years of sales,relationshipmanagement, independentadvisoryfirm, productmarketing,andinvestmentresearchexperience.Thisincludes developingmultiple new salesterritorieswithemphasisonthe independentandwire-house advisor channel.Expertiseincludes: - Buildingterritories&growingsalesresults - Relationshipdevelopmentandmanagement - Identifyingopportunitiesforgrowth - Presentingcomplexinformationsimply - Improvingefficiency&increasingsalesforinvestmentadvisors - Customizing&implementingabusinessplan - Partneringwithcolleaguestoachievecommongoals - Problemsolvingwithcreativesolutions.