David Roberts Email & Phone Number
Chief Experience Officer, Vice President @ Ohio Catholic Federal Credit Union
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David Roberts Location
- North Canton, OH, US
David Roberts Work
- Chief Experience Officer, Vice President @ (August 2023 - Present)
- Vice President, Relationship Manager Private Client Services @ (January 2013 - Present)
- Vice President, Senior Relationship Manager, Private Client Services @ (September 2011 - September 2023)
- Vice President, Relationship Manager, Commercial Lending @ Farmers National Bank (September 2011 - Present)
- Vice President Commercial Banking and Business Development @ (June 2009 - September 2011)
- Financial Advisor @ (April 2007 - May 2009)
- Vice President, Private Banker @ (May 2004 - December 2006)
- Vice President, Relationship Manager @ FirstMerit Private Client Services (January 2003 - January 2004)
- Vice President Private Banking @ United Bank & Trust (January 1993 - January 2003)
- Credit Analyst @ Central Trust Company (January 1983 - January 1986)
David Roberts Education
- The University of Akron
MBA (Finance)
1986-1991 - Kent State University
BBA (Finance)
1979-1982
David Roberts Skills
- Analysis
- Financial Services
- Strategic Planning
- CRM
- Finance
- Loans
- Banking
- Insurance
- Commercial Lending
- Cash Flow
- Credit
- Strategic Financial Planning
- Project Planning
- Commercial Banking
- Financial Reporting
- Series 7
- Sales Management
- Underwriting
- Risk Management
- Credit Analysis
- Accounting
- Asset Based Lending
- Asset Management
- Business Development
- Cash Management
- Commercial Mortgages
- Consumer Lending
- Corporate Finance
- Credit Risk
- Cross Selling
- Financial Analysis
- Investment Advisory
- Investment Management
- Investments
- Lines Of Credit
- Loan Origination
- Mergers & Acquisitions
- Mortgage Lending
- Mutual Funds
- New Business Development
- Portfolio Management
- Private Banking
- Real Estate
- Relationship Management
- Retirement Planning
- SBA
- Small Business Lending
- Treasury Management
- Wealth Management
- Wealth Management Services
- Mergers and Acquisitions
- Leadership
David Roberts Summary
- David Roberts, based in North Canton, OH, US, is currently a Chief Experience Officer, Vice President at Ohio Catholic Federal Credit Union. David Roberts brings experience from previous roles at Farmers National Bank of Canfield, Farmers National Bank and The Citizens Savings Bank. David Roberts holds a 1986 - 1991 MBA in Finance @ The University of Akron. With a robust skill set that includes Analysis, Financial Services, Strategic Planning, CRM, Finance and more. David Roberts has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Ohio Catholic Federal Credit Union Employees
Paul Durbak
Senior Vice President
Ravenna, OH, US
David Roberts
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Jay Scott
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Todd Turner
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Jason Rollins
Branch Community Manager
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Diane Duff
Human Resources Manager
Peoria, IL, US
Terri Simon
Chief Compliance, Operations, Technology Officer
Cleveland, OH, US
Patrick Conry
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Michael Wisnor
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Elyria, OH, US
John Nutter
Branch Manager
North Canton, OH, US
Jackie Canter
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Rob James
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Mike Wisnor
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Madeline Applegate
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