Andrew Davis
About Andrew Davis
Andrew Davis is a Private Client Banker with over a decade of experience at Chase in New York and currently serves as a Relationship Manager at Fidelity Investments in Boston. He studied Business at Mount St. Joseph University from 2000 to 2005 and completed his secondary education at William Henry Harrison High School.
Work at Chase
Andrew Davis has been employed at Chase as a Private Client Banker since 2014. In this role, he provides personalized banking services to high-net-worth clients in New York, New York. His responsibilities include managing client relationships, offering financial advice, and facilitating banking transactions to meet the specific needs of his clients.
Work at Fidelity Investments
In addition to his role at Chase, Andrew Davis has worked at Fidelity Investments as a Relationship Manager since 2019. Based in Boston, Massachusetts, he focuses on building and maintaining relationships with clients, providing investment guidance, and ensuring that clients' financial goals are met through tailored solutions.
Education and Expertise
Andrew Davis studied Business at Mount St. Joseph University from 2000 to 2005. His education provided him with a solid foundation in financial principles, business management, and client relations, which he applies in his current roles in the banking and investment sectors.
Background
Andrew Davis completed his secondary education at William Henry Harrison High School. His educational journey laid the groundwork for his subsequent studies in business and his career in finance.