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Beth Brown-Malia
Operations Specialist at R.M. Davis
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Work Experience
Operations Specialist
Oct 2017 - Present · 7 years and 2 months
R.M. Davis, Inc.
Portfolio Administrator
Aug 2014 - Oct 2017 · 3 years and 2 months
R. M. Davis, Inc.
Administrative Assistant
Jul 2011 - Aug 2014 · 3 years and 1 months
Company Details
51-200 Employees
Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~
Year Founded
1978
Social Media
Linkedin
Industry
Financial Services
HQ Location
24 City Center Portland, Maine 04101, US
Keywords
Investment ManagementWealth ManagementTrust ServicesFinancial PlanningPersonal Affairs Management
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