David Anderson Email & Phone Number
Private Wealth Manager @ UPSTREAM Investment Partners, LLC
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David Anderson Location
- Naples, FL, US
David Anderson Work
- 2023 -now Private Wealth Manager @
- 2016 -2023 Senior VP - Relationship Manager and Bus. Dev. Officer - State Bank Wealth Management @
- 2016 -2017 Senior VP and Business Development Officer | Partner and Chief Business Development Officer @
- 2014 -2016 Executive Vice President and Chief Wealth Management Officer @
- 2005 -2014 Regional President @
- 2006 -2012 Ohio's Representative, GSB Banker Advisory Board @
- 1994 -2005 Senior Loan Officer @ The Union Bank Company
- 1984 -1994 Vice President @ Farmers State Bank
David Anderson Education
- Fairfield University
MBA (Bank Management)
2001-2003 - American Bankers Association, National Commercial Lending School
(Banking - Commercial Lending)
1998-1999 - Bank Leadership Institute, Ohio Bankers League
(Leadership - Banking)
1997-1998 - Graduate School of Banking, University of Wisconsin
Bank Management (Banking)
1992-1994 - American Bankers Association's American Institute of Banking
General Banking Diploma (Banking)
1985-1992 - School of Banking, Indiana Bankers Association
(Banking)
1990-1990
David Anderson Skills
- Banking
- Leadership
- Loans
- Credit
- Wealth Management
- Wealth Management...
- Investments
- Business Development
- Commercial Lending
- Commercial Banking
- Small Business Lending
- Finance
- Trust Services
- SBA
- Treasury Management
- Cash Flow
- Customer Service
- Underwriting
- Lines Of Credit
- Construction Loans
- Financial Risk
- Cross Selling
- Strategic Financial...
- Cash Management
- Mortgage Banking
- Deposits
- Commercial Mortgages
- Financial Institutions
- Financial Analysis
- Relationship Management
- Marketing
- Sales
- Mortgage Lending
- Retail Banking
- Risk Management
- Retirement Planning
- Strategic Planning
- Portfolio Management
- Credit Risk
- Loan Servicing
- Mentoring Of Staff
- Leadership Development
- Executive Management
- Coaching
- Financial Planning
David Anderson Summary
- David Anderson, based in Naples, FL, US, is currently a Private Wealth Manager at UPSTREAM Investment Partners, LLC. David Anderson brings experience from previous roles at The State Bank and Trust Company and The State Bank and Trust Company | Parable Financial Network. David Anderson holds a 2001 - 2003 MBA in Bank Management @ Fairfield University. With a robust skill set that includes Banking, Leadership, Loans, Credit, Wealth Management and more. David Anderson has 1 emails and 1 mobile phone numbers on RocketReach.
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