Tricia Davis, Esq. is currently the Vice President at Brookfield Oaktree Wealth Solutions and has extensive experience as a Legal and Compliance Professional within the financial industry. They previously held roles as a Senior Compliance Officer at Invesco US from 2019 to 2021, a Marketing Compliance Analyst at OppenheimerFunds from 2012 to 2019, and a Senior Compliance Analyst at Prudential Financial from 2010 to 2012. Additionally, Tricia owned the Serendipity Learning Center since 2018 and worked as a Compliance Consultant at Brookfield Asset Management from 2022 to 2023. They are currently pursuing a Bachelor of Science in Business Administration at Thomas Edison State University and a Juris Doctor at Concord Law School at Purdue University Global.
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