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David Leppert Location
Charlotte, NC, US
David Leppert Work
2023 -now Senior Vice President, Wealth Director @
2010 -now SVP, Sr. Relationship Strategist @
2005 -2010 VP, Regional Private Banker @
2003 -2005 Financial Advisor @
David Leppert Education
West Virginia University
Bachelor of Science (Finance)
1999-2003
David Leppert Skills
Leadership
Relationship Building
Team Coordination
Banking
Financial Services
Investments
Retirement Planning
Workplace Organization
Management
Microsoft Excel
Business Development
Credit
Finance
Loans
Series 7
Wealth Management
David Leppert Summary
David Leppert, based in Charlotte, NC, US, is currently a Senior Vice President, Wealth Director at PNC. David Leppert brings experience from previous roles at PNC, Wachovia Corp and Morgan Stanley. David Leppert holds a 1999 - 2003 Bachelor of Science in Finance @ West Virginia University. With a robust skill set that includes Leadership, Relationship Building, Team Coordination, Banking, Financial Services and more. David Leppert has 2 emails and 1 mobile phone numbers on RocketReach.
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