David A. Anderson

About David A. Anderson

Focused and self-motivated Financial Exec with extensive experience in management and leadership with a solid and consistent record of success spanning 42 years in banking and financial services. My current focus is in Wealth Management and Trust services. What matters most to me? Always putting the client first in everything we do! From investment portfolio management, retirement planning, financial planning, estate planning and navigating every financial decision. My background in lending and bank management plays a huge role in helping clients consider balance sheet, liquidity, cash flow, income, debt and expense management.I live in Naples, but have a second home in Lima, Ohio. I have the privilege to serve clients in 9 states - FL, OH, CO, GA, IN, NC, SC, TN, and WA.

Experience

1. Private Wealth Manager

   Upstream Investment Partners, Llc

   May 2023 — Present

Education

• Fairfield University

  MBA, Bank Management

  2001 — 2003

• American Bankers Association, National Commercial Lending School

  Banking - Commercial Lending

  1998 — 1999

• School of Banking, Indiana Bankers Association

  Banking

  1990 — 1990

• Bank Leadership Institute, Ohio Bankers League

  Leadership - Banking

  1997 — 1998

• American Bankers Association's American Institute of Banking

  General Banking Diploma, Banking

  1985 — 1992

• Graduate School of Banking, University of Wisconsin

  Bank Management, Banking

  1992 — 1994