Davis Priester

Davis is responsible for ensuring that the Envestnet platform is configured to support their clients’ needs. Davis has been in the financial services industry for nearly 10 years. He was previously employed by Sterne Agee and Leach, Inc., where he was an Investment Analyst for the wealth management division. Davis worked with financial advisors, consulting with them on how to make their books of business more efficient. His consulting contributions were focused on helping clients develop competency and efficiency using Envestnet advisory technology and workflows. Davis is a graduate of the University of Alabama.