Davis Truong
Self-directed IRA Specialist | Mortgage Broker
- Role
- Trust Business Development Officer at Columbia Private Trust
- Location
- Aurora, CO, US
- LinkedIn followers
- 500 followers
About Davis Truong
I am a financial services professional with a track record of driving results across…
Experience
Trust Business Development Officer
Nov 2023 — Present · Denver, CO, US
In my first year, I generated over $80 million in assets under custody (AUC) by building relationships across institutional, retail, and advisor channels. My efforts include direct client engagement, partnerships with financial advisors, and collaborations with asset sponsors to deliver tailored custody solutions for alternative investments.At Columbia Private Trust, I focus on:Driving retail and institutional business growth by cultivating strategic sponsor and advisor relationships.Expanding access to self-directed IRAs (SDIRAs) with innovative custody solutions that meet the needs of sophisticated investors.Bridging opportunities between asset sponsors, financial advisors, and retail investors to create efficient pathways into private markets.Supporting firm-wide initiatives in AI adoption, branding, and digital strategies to position Columbia Private Trust as a modern leader in the custodian space.I am passionate about blending strategic relationship-building with modern tools and innovation to drive growth for our clients and the firm.
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