David Steere Location
- Melbourne, VIC, AU
David Steere Work
- 2015 - now Managing Director @ Summit Finance Group
- 2013 - 2015 Area Manager - VIC and WA and QLD @
- 2011 - 2013 Senior Branch Manager @
- 2010 - 2010 Senior Manager - Private Bank Projects @
- 2007 - 2010 Director Client Services - ANZ Private @
- 2005 - 2007 Senior Private Banker @
- 2004 - 2005 Private Client Manager @
- 2004 - 2004 Financial Consultant @ Strategic Financial Management
- 2001 - 2003 Private Client Adviser @ ANZ Private Bank
- 1998 - 2001 Manager Investment and Lending @ ANZ Bank
David Steere Education
- Kaplan Professional
Diploma of Mortgage and Finance Broking (Mortgage and Finance Broking)
2015 - 2016 - Monash University
Masters of Management (Business Administration and Management, General)
2003 - 2008 - Securities Institute of Australia
Diploma of Financial Advising
2000 - 2004
David Steere Skills
- Wealth Management
- Banking
- Relationship Management
- Investments
- Loans
- Portfolio Management
- Finance
- Wealth Management Services
- Business Strategy
- Private Banking
- Financial Markets
- Financial Services
- Retail Banking
- Risk Management
- Financial Risk
- Commercial Banking
- Estate Planning
- Management
- Credit
- Credit Risk
- Financial Planning
- Stakeholder Management
- Credit Analysis
- Mortgage Lending
- Life Insurance
- Asset Backed Financing
- Strategy
- Sales Management
David Steere Summary
- David Steere, based in Melbourne, VIC, AU, is currently a Managing Director at Summit Finance Group. David Steere brings experience from previous roles at Citi and ANZ. David Steere holds a 2015 - 2016 Diploma of Mortgage and Finance Broking in Mortgage and Finance Broking @ Kaplan Professional. With a robust skill set that includes Wealth Management, Banking, Relationship Management, Investments, Loans and more. David Steere has 1 emails on RocketReach.
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