David Osborn Email & Phone Number
Managing Director @ Safra National Bank
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David Osborn Location
- New York, NY, US
David Osborn Work
- 2023 -now Managing Director @
- 2009 -2023 Wealth Advisor-Senior Vice President @ Wells Fargo Private Bank
- 2005 -2009 Senior Vice President @
- 2000 -2005 Director Private Banking @
- 1998 -2000 Director Corporate Strategy @
- 1992 -1998 Director Strategy and Business Development @ NYNEX/Bell Atlantic
- 1989 -1992 Associate, Mergers and Acquisitions @ Kidder Peabody & Co
- 1984 -1989 Business Analyst and Associate @
- 1980 -1982 Teacher of French @
David Osborn Education
- Harvard Business School
Master of Business Administration (MBA) (General Management)
1985-1987 - Princeton University
Graduate Study (Comparative Literature)
1982-1983 - Dartmouth College
AB summa cum laude (Romance Languages and English double major)
1976-1980
David Osborn Skills
- Asset Allocation
- Risk Management
- Strategic Planning
- Relationship Management
- Multi-generational Wealth Planning
- Retirement Savings
- Wealth Management
- Leadership
- Financial Advisory
- Concentrated Stock Management
- 401k Rollovers
- Investment Strategies
- Microsoft Office
- Teaching
- Banking
- Mortgage Lending
- Customer Service
- Securities
- Multi Generational Wealth Planning
- FHA financing
- VA loans
- Loan Origination
- Mortgage Banking
- Portfolio Management
- Investments
- Refinance
- Finance
- Financial Services
- Underwriting
- USDA
- U.S. Federal Housing Authority Fha
- Credit
- Non Conforming
- Consumer Lending
- Government Loans
- Credit Analysis
- Loans
- FHA
- U.S. FHA Financing
- Residential Mortgages
- u.s. Federal Housing Authority
David Osborn Summary
- David Osborn, based in New York, NY, US, is currently a Managing Director at Safra National Bank of New York. David Osborn brings experience from previous roles at Wells Fargo Private Bank, HSBC Private Bank and Citi. David Osborn holds a 1985 - 1987 Master of Business Administration (MBA) in General Management @ Harvard Business School. With a robust skill set that includes Asset Allocation, Risk Management, Strategic Planning, Relationship Management, Multi-generational Wealth Planning and more. David Osborn has 3 emails and 2 mobile phone numbers on RocketReach.
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