David Sorensen's Location
Walnut Creek, CA, US
David Sorensen's Work
- Private Client Advisor and Senior Vice President @ U.S. Trust
- Wealth Advisor and Senior Vice President @ Wells Fargo
- Commercial Real Estate Group, Office Manager, SVP @ Wells Fargo
- Northern California Market Manager - SVP @ First Tennessee Bank
- Relationship Manager - VP @ Union Bank
- Relationship Manager - VP @ U.S. Bank
- Bank Examiner @ Federal Deposit Insurance Corporation (FDIC)
David Sorensen's Education
- University of California, Berkeley
Master of Business Administration (MBA) (Banking, Corporate, Finance, and Securities Law)
1994 - 1997 - Brigham Young University
Bachelor of Arts (BA) (Economics and Philosophy)
1984 - 1988
David Sorensen's Skills
- Wealth Management
- Asset Allocation
- Investment Management
- Multi-generational Planning
- Commercial Real Estate
- Loans
- Retirement Planning
- Portfolio Management
- Mortgage Lending
- Commercial Lending
David Sorensen's Summary
David Sorensen, based in Walnut Creek, CA, US, is currently a Private Client Advisor and Senior Vice President at U.S. Trust, bringing experience from previous roles at Wells Fargo, Wells Fargo Bank, First Tennessee Bank and Union Bank. David Sorensen holds a 1994 - 1997 Master of Business Administration (MBA) in Banking, Corporate, Finance, and Securities Law @ University of California, Berkeley. With a robust skill set that includes Wealth Management, Asset Allocation, Investment Management, Multi-generational Planning, Commercial Real Estate and more, David Sorensen contributes valuable insights to the industry. David Sorensen has 1 email on RocketReach.
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