David B. Mack
Helping business owners, successful professionals, corporate executives, and families build & manage wealth
- Role
- Client Advisor, Private Banking at Oakworth Capital Bank
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Client Advisor, Private Banking
Nov 2023 — Present · Charlotte, NC, US
Education
University of North Carolina at Charlotte
Masters, Public Administration
1995 — 1997
Old Dominion University
B.S, Political Science
1991 — 1995
Skills
- Finance
- Investments
- Financial Services
- Series 7
- Leadership
- Retirement Planning
- Relationship Management
- Asset Allocation
- Wealth Management
- Credit Analysis
- Credit
- Portfolio Management
- Loans
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