David Wharton's Location
North Carolina, United States
David Wharton's Work
- Manager of Family Office Trust Services @ Wells Fargo
- Regional Manager for Investments and Fiduciary Services @ Wells Fargo
- Northeast Tennessee President @ Regions Bank
- Wealth Management Executive @ Regions Bank
- Managing Director @ Wells Fargo
- Trust Officer @ First Citizens Bank
David Wharton's Education
- Campbell University
BBA (Trust Management/Financial Planning)
1985 - 1989 - Georgia State University - J. Mack Robinson College of Business
Executive Programs (Regions Leadership Institute)
2005 - 2005 - College for Financial Planning
CFP Professional Education Program (Financial Planning)
1998 - 2001
David Wharton's Skills
- Wealth Management
- Private Banking
- Wealth Management Services
- Commercial Lending
- Investment Advisory
- Portfolio Management
- Commercial Banking
- Banking
- Credit
- Loans
David Wharton's Summary
David Wharton, based in North Carolina, United States, is currently a Manager of Family Office Trust Services at Wells Fargo, bringing experience from previous roles at Wells Fargo, Regions Financial Corporation and Wachovia, A Wells Fargo Company. David Wharton holds a 1985 - 1989 BBA in Trust Management/Financial Planning @ Campbell University. With a robust skill set that includes Wealth Management, Private Banking, Wealth Management Services, Commercial Lending, Investment Advisory and more, David Wharton contributes valuable insights to the industry. David Wharton has 1 email and 1 mobile phone number on RocketReach.
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