David Segal Email & Phone Number
Senior Investment Officer, VP @ Security National Bank
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David Segal Location
- Texas, United States
David Segal Work
- Senior Investment Officer, VP @ (August 2026 - Present)
- Senior Vice President | Investment Manager @ (December 2024 - Present)
- AVP, Investment Officer @ (November 2022 - Present)
- Investment Analyst @ (October 2021 - November 2022)
- Vice President, Portfolio Manager Strategic Investment Advisors Group @ (March 2019 - June 2021)
- Senior Investment Analyst, Portfolio Manager @ (March 2016 - March 2019)
- Investment Analyst, Portfolio Manager @ (April 2012 - March 2016)
- Fixed Income Portfolio Manager @ (March 2010 - April 2012)
- Structured Securities Research Analyst @ (March 2008 - March 2010)
- Hedge Fund Performance Analyst @ (January 2006 - March 2008)
David Segal Education
- Southern Methodist University - Cox School of Business
BBA (Finance with a concentration in Economics)
2002-2005
David Segal Skills
- Asset Allocation
- Investment Research
- Investment Portfolio Design
- Portfolio Optimization
- Interest Rate Risk Management
- Statistical Data Analysis
- Technical Presentations
- Institutional Portfolio Management
- Manager Selection
- Cryptocurrency
- Fund Of Funds
- Investment Portfolios
- Quantitative Investing
- Bitcoin
- Global Macro
- Sovereign Debt
- Portfolio Management
- Big Data Analytics
- Style Analysis
- Attribution Modeling
David Segal Summary
- David Segal, based in Texas, United States, is currently a Senior Investment Officer, VP at Security National Bank. David Segal brings experience from previous roles at Truist Wealth, United Texas Bank Dallas and BOK Financial. David Segal holds a 2002 - 2005 BBA in Finance with a concentration in Economics @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Asset Allocation, Investment Research, Investment Portfolio Design, Portfolio Optimization, Interest Rate Risk Management and more. David Segal has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Security National Bank Employees
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Jeremy Krumwiede
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Cindy Mowery
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Debbie Newkirk
CFO
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Brad Blankenship
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Enid, OK, US
Sheila Stratton
Chief Information Officer
Seneca, KS, US
Megan Holtorf
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John Haarala
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Krysti Cerp
EVP, Chief Risk Officer
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