Bill Davis

Bill Davis is a seasoned financial services professional with over 32 years of experience, specializing in Brokerage Operations with a focus on Mutual Funds, UIT, Annuities, and Alternative Investments. Currently serving as Director at Oyster Consulting, LLC since March 2020, Bill leads initiatives that provide clients with innovative tools to optimize and analyze financial functions. Previous roles include Vice President of Mutual Fund Operations at Wells Fargo Advisors and Vice President at Folio Investing, as well as extensive leadership positions at Wachovia Securities. Bill's educational background includes completion of the Executive Management Program at Virginia Commonwealth University and a SII Program leadership certification from The Wharton School.