Matthew Davis

Director of Sales at Fusion Capital Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Murrieta, California, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Life Accident & Health Insurance Producer
    California Department of Insurance
    Oct, 2014
    - Nov, 2024
  • The NASAA Uniform Combined State Law Examination
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Fusion Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Sales
      • Apr 2022 - Present

  • SunRidge Advisors
    • United States
    • Insurance
    • CEO/President
      • Aug 2013 - Present

  • Fusion Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor Representative
      • Aug 2013 - Sep 2018

      Helping clients manage risk and volatility. Advisory services through Coppell Asset Advisory, LLC dba Fusion Capital Management, an SEC registered investment advisor, transacting business in states where it is registered or excluded or exempted from registration. SEC registration does not constitute an endorsement by the Commission and does not speak to advisors skill or ability. All investment strategies have the potential for profit or loss. Helping clients manage risk and volatility. Advisory services through Coppell Asset Advisory, LLC dba Fusion Capital Management, an SEC registered investment advisor, transacting business in states where it is registered or excluded or exempted from registration. SEC registration does not constitute an endorsement by the Commission and does not speak to advisors skill or ability. All investment strategies have the potential for profit or loss.

  • OneAmerica
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Apr 2010 - Jun 2013

  • TEAM Financial Partners
    • Financial Advisor
      • Oct 2009 - Jun 2013

Education

  • UC Riverside
    Economics
    2000 - 2001
  • Mt San Jacinto College
    Accounting and Business/Management
    1998 - 2000
  • Point Loma Nazarene University
    Pre-Medicine/Pre-Medical Studies
    1997 - 1998
  • Riverside Christian High School
    1994 - 1997

Community

You need to have a working account to view this content. Click here to join now