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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