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Keeson Davis
Venture Services at Merrill Lynch
Professional Background
Keeson Davis is a seasoned finance professional currently serving as a Registered Wealth Management Client Associate (Trading) in the Venture Services division at Merrill, a Bank of America company. His role involves working with a brokerage and custody platform serving the venture capital and private equity community. With Merrill's extensive network of offices spanning major cities such as San Francisco, New York, Boston, Miami, Newport Beach, and Phoenix, Keeson plays a vital role in providing high-quality services to over 500 funds and 35,000 limited partners. His contributions come at a time when Merrill accounts for more than 60% of all global equity stock distributions, illustrating the significant influence and responsibility that comes with his position.
Keeson’s journey into the world of finance is reflective of his commitment to excellence and a deep-seated passion for the field. Starting out as a Summer Intern in the Corporate Real Estate Portfolio Management & Transactions team at AT&T, he began to build a robust foundation in financial management and operations. His eagerness to grow and learn saw him transition to various positions within Merrill Lynch, including roles as a Client Associate and GWIM Advisory Intern before achieving his current status as a Registered Wealth Management Client Associate. This trajectory showcases his ability to not only adapt to different facets of the financial landscape but also to excel within them.
Education and Achievements
Keeson Davis pursued his academic endeavors at the renowned Santa Clara University, where he earned his Bachelor's degree with a Major in Finance complemented by Minors in Management Information Systems, Real Estate, and Entrepreneurship from the Leavey School of Business. His educational background provides him with a well-rounded understanding of the financial sector and its multifaceted nature, readying him for the complexities of the industry.
Further enhancing his education, Keeson participated in a Student Exchange Program in International Finance hosted by the IÉSEG School of Management in Lille, France. This experience enriched his global perspective on finance and investment, enabling him to grasp the nuances of international markets, which is invaluable in today's interconnected financial world.
His strong academic foundation, coupled with practical experiences gained through internships, has allowed Keeson to emerge as a knowledgeable and resourceful finance professional poised for advancement.
Achievements
- Diverse Financial Expertise: Keeson's involvement in various roles at Merrill Lynch has equipped him with a broad spectrum of financial knowledge. His progression from intern roles to a registered client associate exemplifies his dedication and capability in the finance field.
- Client Relationship Management: As a Client Associate, Keeson has honed his skills in managing relationships with clients, understanding their unique investment needs, and providing tailored solutions, critical to maintaining the high standards set by Merrill.
- Cross-Cultural Finance Acumen: His studies in France have endowed him with insights into international finance, allowing him to approach client interactions with a more global mindset, essential for navigating today’s expansive financial landscape.
With a robust educational background and a wealth of practical experience in finance, Keeson Davis exemplifies the qualities of a dedicated finance professional. His journey not only highlights his commitment to personal and career development but also underscores the importance of integrating knowledge with practical application in achieving success within the competitive finance industry.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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