David Sorensen Email & Phone Number
Private Client Advisor and Senior Vice President @ U.S. Trust
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David Sorensen Location
- California, United States
David Sorensen Work
- Private Client Advisor and Senior Vice President @ (December 2015 - Present)
- Wealth Advisor and Senior Vice President @ (June 2012 - Present)
- Commercial Real Estate Group, Office Manager, SVP @ (January 2008 - January 2012)
- Northern California Market Manager - SVP @ (January 2004 - January 2008)
- Relationship Manager - VP @ (January 1999 - January 2004)
- Relationship Manager - VP @ (January 1995 - January 1999)
- Bank Examiner @ (January 1988 - January 1995)
David Sorensen 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 Skills
- Wealth Management
- Asset Allocation
- Investment Management
- Multi-generational Planning
- Commercial Real Estate
- Loans
- Retirement Planning
- Portfolio Management
- Mortgage Lending
- Commercial Lending
- Commercial Banking
- Credit Analysis
- Loan Origination
- Credit Risk
- Underwriting
- Cross Selling
- Lines Of Credit
- Residential Mortgages
- Construction Loans
- Commercial Mortgages
- Finance
- Credit
- Leadership
- Public Speaking
- Multi Generational Planning
- Strategy
- Financial Services
- SAN
- Real Estate
- Customer Service
- Multi Generational
- Real Estate Development
David Sorensen Summary
- David Sorensen, based in California, United States, is currently a Private Client Advisor and Senior Vice President at U.S. Trust. David Sorensen brings 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 has 3 emails and 2 mobile phone numbers on RocketReach.
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