John Davies
About John Davies
BOARD MEMBER / STRATEGIC PLANNER / EXECUTIVE LEADER I am a solutions-driven executive leader with extensive experience in all aspects of the Insurance industry. Characterized as a strategic and tactical leader, I have developed business growth strategies and initiatives that have delivered strong and sustainable long-term financial results. I am adept at cultivating relationships and driving organizational excellence. Currently, I serve as Agent Emeritus for Massachusetts Mutual Life Insurance Company. I work with clients across the nation providing high net worth counseling with a focus on tax efficiency and intergenerational transfers of wealth utilizing the favorable tax aspects of life insurance products. You can reach me via email at jbdavies@financialguide.com. EXPERTISE: Operations Management / Business Development / Strategic Planning / Insurance Team Leadership / Training & Development / Private Equity / Policy Development Start-Up Operations / Consulting / Performance Improvement / Sales Forecasting M&As / Tax Planning / Financial Analysis / Wealth Management / Client Relations BOARD OF DIRECTORS (Past Chairman): Los Angeles Boy Scouts of America BOARD OF DIRECTORS (Past President): Los Angeles Life Underwriters Association BOARD OF TRUSTEES (Past Member): Hugh O’Brian Youth Foundation BOARD OF GOVERNORS: Hugh O’Brian Youth Foundation BOARD OF DIRECTORS (Past Member): Westfield State College Board MEMBER (Current) / CHAIRMAN (Past): Board of Westfield State College Foundation BOARD OF BERKSHIRE BANK FOUNDATION (Past) (Treasurer and Member Grants Committee) BOARD OF TRUSTEES (Past Treasurer): The Ethel Walker School BOARD OF DIRECTORS (Past Member): U.S. Chamber BOARD OF DIRECTORS (Chair-Compensation Committee, Member Governance): Berkshire Hills Bancorp, Inc.) BOARD OF DIRECTORS (Past): Fort Properties