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Professionals


 

Our Professionals

William L. Exeter
Maureen H. Brown
Suzanne M. Davis
Alexis Aiken

Dave Ross
Steven Monk
Kim Englert

Denise Gianni
Shelby Shoemake
Tara McDowd
Samuel D. Lee

Megan Brown

Mellanese S. Lofton

Suzanne M. Davis

Assistant Vice President and National Operations Manager

Suzanne M. Davis is the Assistant Vice President and National Operations Manager for Exeter 1031 Exchange Services, LLC and its affiliate companies and is located in the company's national corporate headquarters office in San Diego, California.

Ms. Davis has day-to-day management responsibility for financial services, cash management, financial and regulatory reporting and trust and corporate accounting operations for our national tax-deferred like-kind exchange operations. 

Immediately prior to joining Exeter 1031 Exchange Services, LLC, Ms. Davis served for four years as Assistant Vice President and National Operations Manager for Diversified Exchange Corporation, and previously served seven years as Trust Officer and Manager of the Retirement and Custodial Services Group of The Chicago Trust Company of California (formerly Security Trust Company). She has also accumulated extensive experience while working in numerous management positions with Bank of America for over 18 years.

Ms. Davis has been involved in the community as a member and participant of several career-related Associations such as the San Diego County Escrow Association (SDCEA), California Escrow Association (CEA), NorCal Escrow Association (Nor-Cal), San Diego County Association of Realtors (SDAR), San Diego chapter of CCIM and CREW, and AIR Commercial Real Estate Association.

She has also volunteered for Sunshine's Walk for Kids, the kick-off to the Children's News day benefiting The Children's Hospital and Health Center and at the Senior Community Centers of San Diego.

Exeter 1031 Exchange Services, LLC

National Corporate Headquarters

402 West Broadway, Suite 400

San Diego, CA 92101

Office: (619) 615-4210

Toll Free: (866) 393-8370

Facsimile: (619) 615-4205

 

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