David Springer
Private Banker at Broadway Bank
- Role
- Private Banker at Broadway Bank
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Experience
Private Banker
Jan 2022 — Present · Austin, TX, US
David serves as the primary point of contact for high net worth clients and businesses at Broadway Bank. Clients receive a concierge level of service, simplified account management, and financial planning for their families and businesses. Services include Private Banking, Commercial Loans, Mortgages, Customized Credit, Insurance, Investment Management, and Trust & Estate Services.
Skills
- Commercial Lending
- Small Business Lending
- Strategic Planning
- Personal Banking
- Banking
- Retirement Planning
- Business Strategy
- Management Consulting
- Branch Management
- Commercial Banking
- Investment Management
- College Savings Plans
- Mortgage Lending
- New Business Development
- Credit
- Account Management
- Lines of Credit
- Business Development
- Customer Service
- Loan Origination
- Loans
- Microsoft Office
- Sales
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