David Roberts Email & Phone Number
Chief Experience Officer, Vice President @ Ohio Catholic Federal Credit Union
5 free lookup(s).
David Roberts Location
- North Canton, OH, US
David Roberts Work
- 2023 - now Chief Experience Officer, Vice President @
- 2013 - now Vice President, Relationship Manager Private Client Services @
- 2011 - now Vice President, Relationship Manager, Commercial Lending @ Farmers National Bank
- 2011 - 2023 Vice President, Senior Relationship Manager, Private Client Services @
- 2009 - 2011 Vice President Commercial Banking and Business Development @
- 2007 - 2009 Financial Advisor @
- 2004 - 2006 Vice President, Private Banker @
- 2003 - 2004 Vice President, Relationship Manager @ FirstMerit Private Client Services
- 1993 - 2003 Vice President Private Banking @ United Bank & Trust
- 1983 - 1986 Credit Analyst @ Central Trust Company
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
- Investment Management
- Mergers & Acquisitions
- Wealth Management
- Cash Management
- Financial Analysis
- Business Development
- Investments
- New Business Development
- Accounting
- Private Banking
- Real Estate
- Corporate Finance
- Small Business Lending
- Consumer Lending
- Portfolio Management
- Treasury Management
- Mortgage Lending
- Loan Origination
- Credit Risk
- Lines Of Credit
- Asset Based Lending
- Commercial Mortgages
- SBA
- Asset Management
- Relationship Management
- Wealth Management Services
- Mutual Funds
- Investment Advisory
- Retirement Planning
- Cross Selling
- 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
Chief Experience Officer, Vice President
North Canton, OH, US
Jason Rollins
Branch Community Manager
Canton, OH, US
Diane Duff
Human Resources Manager
Peoria, IL, US
Terri Simon
Chief Compliance, Operations, Technology Officer
Cleveland, OH, US
Michael Wisnor
Vice President - Marketing and Mission
Elyria, OH, US
Jackie Canter
Accounting Manager and VP
Cleveland, OH, US
Mike Wisnor
Vice President - Marketing and Mission
Elyria, OH, US
Cheyenne Blanchette
Marketing Team Leader
Cleveland, OH, US
Melissa Way
VP Member Service Experience
North Canton, OH, US
Madeline Applegate
Digital Marketing Specialist
Strongsville, OH, US
Dan Y.
Chief Accounting Officer
Cleveland, OH, US
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