David Chavez Email & Phone Number
Director, Private Wealth Advisor - The Private Bank @ Union Bank
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David Chavez Location
- Seal Beach, CA, US
David Chavez Work
- Director, Private Wealth Advisor - The Private Bank @ (January 2001 - Present)
- Private Banker @ (January 2001 - Present)
David Chavez Education
- West
Master Of Business Administration
2012-2013 - University of New Mexico
Bachelor Of Arts (Economics)
1988-1993
David Chavez Skills
- Banking
- Commercial Banking
- Commercial Lending
- Commercial Mortgages
- Commercial Real Estate
- Consumer Lending
- Credit
- Credit Analysis
- Credit Risk
- Financial Analysis
- Financial Risk
- Financial Services
- High Net Worth Individuals
- Investments
- Life Insurance
- Loans
- Long-term Customer Relationships
- Management
- Mortgage Lending
- Portfolio Management
- Private Banking
- Relationship Management
- Residential Mortgages
- Risk Management
- Series 7 and 66 securities licenses and California Life and Health Insurance licenses.
- Small Business Lending
- Strategic Planning
- Wealth Management
- Wealth Management Services
David Chavez Summary
- David Chavez, based in Seal Beach, CA, US, is currently a Director, Private Wealth Advisor - The Private Bank at Union Bank. David Chavez brings experience from previous roles at Union Bank. David Chavez holds a 2012 - 2013 Master Of Business Administration @ West. With a robust skill set that includes Banking, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate and more. David Chavez has 1 emails and 2 mobile phone numbers on RocketReach.
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