Chris Davis
About Chris Davis
Chris Davis is an Internal Wholesaler at Transamerica, where he has worked since 2021. He has a background in finance and budgeting, having held positions at Fidelity Investments, Northwestern Mutual, and Colorado State University.
Work at Transamerica
Chris Davis has been employed at Transamerica as an Internal Wholesaler since 2021. In this role, he is responsible for supporting the sales team and facilitating communication between the company and its clients. His work involves providing product information, assisting with client inquiries, and helping to drive sales initiatives.
Previous Experience in Financial Services
Before joining Transamerica, Chris Davis worked at Fidelity Investments as a Customer Relationship Advocate for nine months in 2021. His role involved managing client relationships and addressing customer needs. Additionally, he served as a Financial Representative at Northwestern Mutual for three months in 2020, where he gained experience in financial planning and client service.
Background in Budget Analysis
Chris Davis has a background in budget analysis, having worked at Colorado State University in this capacity. He held the position for two years from 2018 to 2020 and previously for one year from 2017 to 2018. In these roles, he was responsible for analyzing financial data and assisting in budget preparation.
Education and Expertise
Chris Davis earned a Bachelor of Business Administration (BBA) degree from Colorado State University, where he studied Accounting and Business/Management from 2014 to 2018. His educational background provides him with a strong foundation in financial principles and business operations.