D.A. Davidson
The Investment Solutions Consultant serves as a primary resource for Financial Professionals, internal partners, and asset managers, supporting the administration and growth of various investment solutions. This role involves providing education, guidance, and support on investment products while managing strategic relationships with asset managers. The position requires strong project management skills to lead cross-functional initiatives and ensure regulatory compliance.
Headquarters
Great Falls, Montana, United States
Company Size
1001-5000 employees
Founded
1935
D.A. Davidson is a U.S.-based financial services firm that provides wealth management, brokerage, investment banking, capital markets, and trust services to individuals, families, businesses, and municipalities. The firm offers personalized financial planning, portfolio management, equity and fixed‑income trading, and middle‑market advisory and underwriting services. Known for a client‑focused, regional‑to‑national footprint and an employee‑owned culture, D.A. Davidson emphasizes long‑term relationships, independent research, and tailored capital solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for D.A. Davidson.
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