David Holbert Email & Phone Number
Senior Relationship Banker @ Regions Bank
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David Holbert Location
- Birmingham, AL, US
David Holbert Work
- 2023 -now Senior Relationship Banker @
- 2019 -2022 Financial Advisor @
- 2016 -2019 Financial Advisor @ WellsFargo Advisors
- 2013 -2016 Financial Advisor @ Raymond James Financial
David Holbert Education
- Samford University
Bachelors (Business Administration, Management, Business Administration and Management)
1980-1983
David Holbert Skills
- Financial Planning
- Investments
- Retirement Planning
- Series 7
- Retirement
- Financial Services
- Investment Advisory
- Asset Management
- Leadership
- Research
- Project Management
- Portfolio Management
- Investment Strategies
David Holbert Summary
- David Holbert, based in Birmingham, AL, US, is currently a Senior Relationship Banker at Regions Bank. David Holbert brings experience from previous roles at Merrill Lynch Wealth Management, WellsFargo Advisors and Raymond James Financial. David Holbert holds a 1980 - 1983 Bachelors in Business Administration, Management, Business Administration and Management @ Samford University. With a robust skill set that includes Financial Planning, Investments, Retirement Planning, Series 7, Retirement and more. David Holbert has 3 emails and 1 mobile phone numbers on RocketReach.
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