David Pauly
Financial Analyst | Assessing Viability & Profitability for Lending Decisions
- Role
- Commercial Portfolio Manager at UMB Bank
- Location
- Dubuque, IA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Pauly
Experienced Portfolio Manager with a demonstrated history of working in the banking…
Experience
Commercial Portfolio Manager
Feb 2025 — Present
Skills
- Series 63
- Loan Origination
- Insurance
- Mortgage Lending
- Microsoft Word
- Financial Services
- Real Estate
- Retirement Planning
- Home Equity Loans
- Life Insurance
- Powerpoint
- Iras
- Sales
- Commercial Lending
- Life
- Series 6
- Graphic Design
- Private Banking
- Investments
- Guitar
- Finance
- Customer Service
- Retail Banking
- Banking
- Retirement
- Marketing
- Wealth Management
- Variable Annuities
- Credit Analysis
- Portfolio Management
- Financial Analysis
- Microsoft Excel
- Commercial Real Estate
- Investment Advisory
- Strategic Financial Planning
- Long Term Care Insurance
- Music Production
- Wealth Management Services
- Microsoft Publisher
- Residential Mortgages
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