David Wharton Email & Phone Number
Market Trust Executive @ Bank of America
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David Wharton Location
- North Carolina, United States
David Wharton Work
- 2024 -now Market Trust Executive @
- 2021 -2024 Manager of Family Office Trust Services @
- 2016 -2021 Regional Manager for Investments and Fiduciary Services @
- 2007 -2016 Northeast Tennessee President @
- 2002 -2007 Wealth Management Executive @
- 1992 -2002 Managing Director @
- 1989 -1992 Trust Officer @
David Wharton Education
- 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 - Campbell University
BBA (Trust Management/Financial Planning)
1985-1989
David Wharton Skills
- Wealth Management
- Private Banking
- Wealth Management Services
- Commercial Lending
- Investment Advisory
- Portfolio Management
- Commercial Banking
- Banking
- Credit
- Loans
- Trust Services
- Asset Allocation
- Investments
- Small Business Lending
- Strategic Financial Planning
- Retirement Planning
- High Net Worth Individuals
- Estate Planning
- Sales
- Financial Analysis
- Strategic Financial
- High Net Worth
- Services
David Wharton Summary
- David Wharton, based in North Carolina, United States, is currently a Market Trust Executive at Bank of America. David Wharton brings experience from previous roles at Wells Fargo and Regions Financial Corporation. David Wharton holds a 2005 - 2005 Executive Programs in Regions Leadership Institute @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Wealth Management, Private Banking, Wealth Management Services, Commercial Lending, Investment Advisory and more. David Wharton has 2 emails and 4 mobile phone numbers on RocketReach.
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