David Woodruff Email & Phone Number
Senior Vice President and Senior Trust Officer @ Bank of America Private Bank
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David Woodruff Location
- Orlando, FL, US
David Woodruff Work
- 2024 -now Senior Vice President and Senior Trust Officer @
- 2023 -2024 Vice President and Senior Trust Advisor @
- 2016 -2023 Vice President and Senior Trust Officer @
- 2012 -2016 Portfolio Consultant - Schwab Private Client Investment Advisory @
- 2000 -2012 Vice President and Client Advisor @
David Woodruff Education
- University of Georgia - Terry College of Business
Master of Business Administration (MBA) (Corporate Finance, Investments, Risk Management and Insurance)
1998-2000 - The University of Georgia
Bachelor of Science (BS) - Warnell School of Forest Resources (Timber Management)
1993-1996
David Woodruff Skills
- Written Communication
- Presentations
- Lead Qualification
- Customer Retention
- Communication
- Business Relationship Management
- Wealth Preservation
- Trust Management
- Trust Accounting
- Tax Planning
- Fiduciary
- Estate Planning
- Client Relations
- Attention to Detail
- Series 65
- Employee Benefits
- Business Administration
- Banking Services
- Coaching
- People Management
- Teamwork
- Consulting
- Leadership
- Management
- Equities
- Mutual Funds
- Financial Analysis
- Retirement Planning
- Financial Markets
- Financial Planning
- Finance
- Investment Management
- Financial Advisory
- Asset Allocation
- Banking
- Commercial Banking
- Commercial Lending
- Credit
- Credit Analysis
- Investments
- Loans
- Portfolio Management
- Risk Management
- Series 7
- Wealth Management
- Wealth Management Services
- Private Banking
- Financial Services
- Mortgage Lending
- Asset Management
David Woodruff Summary
- David Woodruff, based in Orlando, FL, US, is currently a Senior Vice President and Senior Trust Officer at Bank of America Private Bank. David Woodruff brings experience from previous roles at Northern Trust Wealth Management, Fifth Third Private Bank, Charles Schwab and SunTrust. David Woodruff holds a 1998 - 2000 Master of Business Administration (MBA) in Corporate Finance, Investments, Risk Management and Insurance @ University of Georgia - Terry College of Business. With a robust skill set that includes Written Communication, Presentations, Lead Qualification, Customer Retention, Communication and more. David Woodruff has 2 emails and 2 mobile phone numbers on RocketReach.
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