Johnathon T. Davis

Chairman Of The Board Of Directors at Tabiri Analytics, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US

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5.0

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/ Based on 3 ratings
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Arthur Cargill I

I am writing to endorse to you Mr. Johnathon Davis. Mr. Davis has made it a point in submitting good output that exceeds requirements’ needed. Mr. Davis is an enthusiastic financial professional with unquestionable trustworthiness. With his expertise with managing, planning and implementing financial programs and techniques, and his reliable working ethics will give you the assurance that you can always count on him to produce a competent and professional balanced financial plan that would silicify financial investments into a sound and doable retirement. Mr. Davis has my complete trust and unreserved endorsement. Arthur L. Cargill, Veterans Service Representative Department of Veterans Affairs Louisville, KY

Taunya A. Phillips

Jonathan has done a great job of helping me consolidate and grow my retirement accounts. He's knowledgeable and very responsive to my requests and questions. And, he's just an all around good person!

Corrie Walton-Macaulay

I initially came to know Johnathon as a fellow christian several years ago. When I left the engineering industry to return to academia, Johnathon was able to seamlessly transfer my 401-K from my previous employer into his care. I like the fact that he actively move funds to maximize growth based on research. Johnathon will buy you lunch to tell you not to worry about your investment because he does.

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Experience

    • Rwanda
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Chairman Of The Board Of Directors
      • Jul 2018 - Present

      • Active role in company activities with primary responsibility to develop, operate, and grow Tabiri. • Managing communications with shareholders and stakeholders. • Collaborating on agendas and building consensus on actions that need to be taken. - Knowledgeable in Security Reviews, Intrusion Detection, Incident Response, Vulnerability Management, Data Protection and Network Forensics - Maintain relevancy in Cyber Security and Data Analytics, as it pertains to future opportunities for Tabiri. Show less

    • Managing Partner and Advisor
      • Sep 2009 - Present

      Modern Portfolio Theory worked for nearly 50 years, but "Buy and Hold" is now nearly universally derided by investment professionals as an irresponsible investment strategy. The average investor is probably not even aware of exactly how much risk they are assuming by being passive in their investment strategy. Our mission is to help our clients quickly access either offensive (growth) or defensive (protection) tactics in asset management when conditions call for them. The recent financial crisis clearly demonstrated to investors, especially retirees, the dramatic impact a stock market decline can have on holdings at the time when they need to access their money most. With life expectancy increasing and markets fluctuating, most investors need help managing their money in tough times. We use third-party money managers to safely practice active portfolio management. Accounts are monitored daily, and money is moved (or not moved) as deemed appropriate. We are convinced that this is the best strategy to give our clients a chance to reach their goals through both bull and bear markets. Show less

    • VP
      • Jun 2006 - Aug 2009

      Re-established the banks' SBA lending services, garnering SBA Preferred and SBA Express designations for the institution. Underwrote loans and approved credit requests up to acceptable loan limits. Re-established the banks' SBA lending services, garnering SBA Preferred and SBA Express designations for the institution. Underwrote loans and approved credit requests up to acceptable loan limits.

    • United States
    • Banking
    • 500 - 600 Employee
    • VP, Commercial Lending
      • Feb 2003 - Apr 2006

      Responsible for the management and growth of a multimillion dollar commercial loan portfolio. Responsible for the management and growth of a multimillion dollar commercial loan portfolio.

    • Banking
    • 200 - 300 Employee
    • AVP, Banking Center Manager
      • Jan 2001 - May 2003

      Managed a multi million dollar P & L statement for maximum location profitability. Responsible for all functions of branch operations, including supervision of tellers, customer service agents, and liscensed in-house investment brokers. Managed a multi million dollar P & L statement for maximum location profitability. Responsible for all functions of branch operations, including supervision of tellers, customer service agents, and liscensed in-house investment brokers.

    • United States
    • Financial Services
    • Dist. Mgr.
      • Sep 1992 - Jan 2001

      Recruited, trained, and developed a staff of 7 licensed advisers. Assisted 15 new Registered Representatives in ultimately achieving Management or Senior Sales positions over an 8 year period. Managed a personal portfolio of business with 90+ clients and approximately 45MM in AUM. Recruited, trained, and developed a staff of 7 licensed advisers. Assisted 15 new Registered Representatives in ultimately achieving Management or Senior Sales positions over an 8 year period. Managed a personal portfolio of business with 90+ clients and approximately 45MM in AUM.

Education

  • University of Kentucky
    Marketing, Business
    1988 - 1991

Community

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