David Anderson Email & Phone Number

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Private Wealth Manager @ (May 2023 - Present)
Senior VP - Relationship Manager and Bus. Dev. Officer - State Bank Wealth Management @ (May 2016 - May 2023)
Senior VP and Business Development Officer | Partner and Chief Business Development Officer @ (May 2016 - October 2017)
Executive Vice President and Chief Wealth Management Officer @ (June 2014 - September 2016)
Regional President @ (April 2005 - July 2014)
Ohio's Representative, GSB Banker Advisory Board @ (August 2006 - August 2012)
Senior Loan Officer @ The Union Bank Company (June 1994 - March 2005)
Vice President @ Farmers State Bank (July 1984 - May 1994)

Fairfield University
MBA (Bank Management)
2001-2003
American Bankers Association, National Commercial Lending School
Banking - Commercial Lending (Banking - Commercial Lending)
1998-1999
Bank Leadership Institute, Ohio Bankers League
Leadership - Banking (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 (Banking)
1990-1990

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. 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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