Dave Franklin, Cfa, Cmt
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Dave Franklin, Cfa, Cmt Email & Phone Number

First VP and Manager, Wealth Management at The National Bank of Indianapolis
Location: Indianapolis, Indiana, United States 7 work roles 1 school
1 work email found @nbofi.com 1 phone found area 812 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@nbofi.com
Direct phone (812) ***-****
LinkedIn Profile matched
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Current company
The National Bank of Indianapolis
Role
First VP and Manager, Wealth Management
Location
Indianapolis, Indiana, United States
Company size
326 employees

Who is Dave Franklin, Cfa, Cmt? Overview

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Quick answer

Dave Franklin, Cfa, Cmt is listed as First VP and Manager, Wealth Management at The National Bank of Indianapolis, a with 326 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at nbofi.com, phone signal with area code 812, and a matched LinkedIn profile for Dave Franklin, Cfa, Cmt.

Dave Franklin, Cfa, Cmt previously worked as Chief Investment Officer at The National Bank Of Indianapolis and Senior Portfolio Manager at The National Bank Of Indianapolis. Dave Franklin, Cfa, Cmt holds Bachelor Of Science (B.S.), Mathematics from University Of Evansville.

Company email context

Email format at The National Bank of Indianapolis

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*@nbofi.com
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AeroLeads found 1 current-domain work email signal for Dave Franklin, Cfa, Cmt. Compare company email patterns before reaching out.

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Profile bio

About Dave Franklin, Cfa, Cmt

Dave Franklin, Cfa, Cmt is a First VP and Manager, Wealth Management at The National Bank of Indianapolis. He possess expertise in portfolio management, investments, wealth management, financial analysis, banking and 9 more skills.

Listed skills include Portfolio Management, Investments, Wealth Management, Financial Analysis, and 10 others.

Current workplace

Dave Franklin, Cfa, Cmt's current company

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The National Bank of Indianapolis
The National Bank Of Indianapolis
First VP and Manager, Wealth Management
Indianapolis, IN, US
Website
nbofi.com
Employees
326
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7 roles

Dave Franklin, Cfa, Cmt work experience

A career timeline built from the work history available for this profile.

Chief Investment Officer

Current
The National Bank Of Indianapolis

Indianapolis, Indiana Area

As the Bank's Chief Investment Officer, I coordinate the investment philosophy, strategy, tactics, and implementations employed by the Bank in managing approximately $2 billion in assets within the investment division, Diamond Capital Management. Additionally, I serve as a Portfolio Manager for sensitive clients with AUM over $500 million.

May 2021 - Present

Senior Portfolio Manager

The National Bank Of Indianapolis

Indianapolis, Indiana, United States

Managed book of business with Asset Under Management just under $1 billion. Responsible for the investments in all client accounts and leading the research process for asset allocation, manager selection, and individual security selection for stocks and bonds.

Aug 2019 - May 2021

Director Of Portfolio Construction And Senior Portfolio Manager

Regions Bank

Indianapolis, Indiana, United States

Lead the Investment Committee with direct responsibility for coordinating the firm's asset allocation research and portfolio construction teams.Continued to oversee a book of business with clients representing approximately $500 million in assets.

Jun 2013 - Aug 2019

Senior Portfolio Manager

Regions Bank

Indianapolis, Indiana Area

Jan 2010 - Jun 2013
Team & coworkers

Colleagues at The National Bank of Indianapolis

Other employees you can reach at nbofi.com. View company contacts for 326 employees →

ZH Zach Hopkins Zach Hopkins Colleague at The National Bank Of IndianapolisGreater Indianapolis, United States View → KN Kelli Newman Kelli Newman Colleague at The National Bank Of IndianapolisIndianapolis, Indiana, United States View → TR Tricia Rake Tricia Rake Colleague at The National Bank Of IndianapolisIndianapolis, Indiana, United States View → PD Pamela Denny Pamela Denny Colleague at The National Bank Of IndianapolisCarmel, Indiana, United States View → HF Holli Ford Holli Ford Colleague at The National Bank Of IndianapolisCarmel, Indiana, United States View → TP Terrie Perazzo Terrie Perazzo Colleague at The National Bank Of IndianapolisGreater Indianapolis, United States View → MR Matthew Reisner, Cism, Cbap Matthew Reisner, Cism, Cbap Colleague at The National Bank Of IndianapolisIndianapolis, Indiana, United States View → LH Lisa Hammans Lisa Hammans Colleague at The National Bank Of IndianapolisFishers, Indiana, United States View → JL Janell L. Giddens Janell L. Giddens Colleague at The National Bank Of IndianapolisIndianapolis, Indiana, United States View → AT Andrew Thornton Andrew Thornton Colleague at The National Bank Of IndianapolisIndianapolis, Indiana, United States View →
1 education record

Dave Franklin, Cfa, Cmt education

FAQ

Frequently asked questions about Dave Franklin, Cfa, Cmt

Quick answers generated from the profile data available on this page.

What company does Dave Franklin, Cfa, Cmt work for?

Dave Franklin, Cfa, Cmt works for The National Bank of Indianapolis.

What is Dave Franklin, Cfa, Cmt's role at The National Bank of Indianapolis?

Dave Franklin, Cfa, Cmt is listed as First VP and Manager, Wealth Management at The National Bank of Indianapolis.

What is Dave Franklin, Cfa, Cmt's email address?

AeroLeads has found 1 work email signal at @nbofi.com for Dave Franklin, Cfa, Cmt at The National Bank of Indianapolis.

What is Dave Franklin, Cfa, Cmt's phone number?

AeroLeads has found 1 phone signal(s) with area code 812 for Dave Franklin, Cfa, Cmt at The National Bank of Indianapolis.

Where is Dave Franklin, Cfa, Cmt based?

Dave Franklin, Cfa, Cmt is based in Indianapolis, Indiana, United States while working with The National Bank of Indianapolis.

What companies has Dave Franklin, Cfa, Cmt worked for?

Dave Franklin, Cfa, Cmt has worked for The National Bank Of Indianapolis, Regions Bank, and Old National Bank.

Who are Dave Franklin, Cfa, Cmt's colleagues at The National Bank of Indianapolis?

Dave Franklin, Cfa, Cmt's colleagues at The National Bank of Indianapolis include Zach Hopkins, Kelli Newman, Tricia Rake, Pamela Denny, and Holli Ford.

How can I contact Dave Franklin, Cfa, Cmt?

You can use AeroLeads to view verified contact signals for Dave Franklin, Cfa, Cmt at The National Bank of Indianapolis, including work email, phone, and LinkedIn data when available.

What schools did Dave Franklin, Cfa, Cmt attend?

Dave Franklin, Cfa, Cmt holds Bachelor Of Science (B.S.), Mathematics from University Of Evansville.

What skills is Dave Franklin, Cfa, Cmt known for?

Dave Franklin, Cfa, Cmt is listed with skills including Portfolio Management, Investments, Wealth Management, Financial Analysis, Banking, Relationship Management, Finance, and Retirement Planning.

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