Bill David Email & Phone Number
Commercial Relationship Manager @ Citizens State Bank (Indiana)
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Bill David Location
- Fishers, IN, US
Bill David Work
- Commercial Relationship Manager @ (March 2021 - Present)
- Retirement Plan Wholesaler @ Self-employed (December 2020 - March 2021)
- Regional Director (IN, KY, TN, So. IL, MO, KS) @ (May 2019 - December 2020)
- Retirement Plan Business Development Officer (IN, KY, TN) @ (September 2013 - May 2019)
- Branch Manager @ (June 2011 - September 2013)
- Senior Financial Specialist @ (June 2010 - June 2011)
- Senior Financial Consultant @ (May 2009 - June 2010)
- Wholesale Financial Advisor @ Farmers Financial Services (November 2004 - April 2009)
- Senior Retirement Plan Sales Consultant @ HUB International (April 2004 - October 2004)
- Director Marketing and Sales @ David and David Agency (January 1994 - April 2004)
- Sales Specialist @ David F. David Agency (May 1993 - January 1994)
Bill David Education
- Florida State University
Certificate of Financial Planning (Financial Planning and Services)
2000-2001 - The University of New Mexico 1990-1993
- New Mexico State University 1988-1990
Bill David Summary
- Bill David, based in Fishers, IN, US, is currently a Commercial Relationship Manager at Citizens State Bank (Indiana). Bill David brings experience from previous roles at Self-employed, Newport Group and PNC. Bill David holds a 2000 - 2001 Certificate of Financial Planning in Financial Planning and Services @ Florida State University. Bill David has 3 emails and 1 mobile phone numbers on RocketReach.
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