David Craft
Director, Wealth & Investments at First National Bank of Omaha
- Role
- Director, Wealth & Investments at FNBO
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About David Craft
Through financial planning and proper diversification, I have helped clients preserve and…
Experience
Director, Wealth & Investments
Jan 2021 — Present · Omaha, NE, US
First National Bank of Omaha (FNBO) is one of the largest privately owned banks in the United States.
Education
Plano Senior High School
High School Diploma, Business
1985 — 1987
University of Nebraska at Omaha
Bachelor of Science in Business Administration (BSBA), Finance & Banking with a secondary specialization in Management Information Systems (MIS)
1988 — 1990
University of North Texas
Business
1987 — 1988
University of Nebraska at Omaha
Master of Business Administration (M.B.A.), Business
1990 — 1992
Skills
- Investments
- Financial Services
- Strategic Planning
- Financial Planning
- Customer Service
- High Net Worth Individuals
- Investment Management
- Team Building
- Management
- Investment Strategies
- Alternative Investments
- Sales
- Asset Allocation
- Banking
- Mutual Funds
- Relationship Management
- Risk Management
- Mergers & Acquisitions
- Finance
- Financial Advisory
- Wealth
- Financial Risk
- Asset Management
- Process Improvement
- Equities
- Business Development
- Wealth Management
- Bonds
- Strategic Financial Planning
- Fixed Income
- Financial Analysis
- Securities
- Estate Planning
- Valuation
- Funding
- Investment Advisory
- Credit
- Financial Modeling
- Retirement Planning
- Capital Markets
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