David Ferer
Portfolio Manager /Executive Assistant/ AVP - United Bank
- Role
- Executive Assistant - Portfolio Manager at United Bank
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
Experience
Executive Assistant - Portfolio Manager
Jun 2000 — Present · Washington, DC, US
I was the Executive Assistant to the Chairman/CEO and President/COO of SequoiaBank from June through October 2003. Then United Bank and SequioaBank merged. At this time, I became a Lending Assistant / Executive Assistant/ Portfolio Manager / Office Manager in the Maryland Corporate Lending Division in Bethesda, Maryland.
Education
American University - Kogod School of Business
BSBA, Accounting and Finance
1982 — 1986
Skills
- Treasury Management
- Finance
- Financial Services
- Banking
- Risk Management
- Credit Analysis
- Accounting
- Investment Banking
- Corporate Finance
- Commercial Banking
- Credit
- Financial Modeling
- Cash Management
- Relationship Management
- Mortgage Lending
- Portfolio Management
- Loans
- Commercial Lending
- Credit Risk
- Financial Analysis
- Retail Banking
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