Relationship Manager, Advisor Services
Current
Dec 2024 - Present
AeroLeads people directory · profile
David Batrich Email & Phone Number
I have committed over 40 years to the financial services industry and focused on a variety of firms/roles related to banks, trust departments/companies, retirement providers and RIA's.
at
Charles Schwab
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
I have committed over 40 years to the financial services industry and focused on a variety of firms/roles related to banks, trust departments/companies, retirement providers and RIA's.
Location
Greater Chicago Area, United States
Who is David Batrich? Overview
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Quick answer
David Batrich is listed as I have committed over 40 years to the financial services industry and focused on a variety of firms/roles related to banks, trust departments/companies, retirement providers and RIA's. at Charles Schwab, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for David Batrich.
David Batrich previously worked as Relationship Manager, Advisor Services at Charles Schwab and Senior Vice President, Relationship Manager-Pershing Wealth Solutions at Bny Mellon | Pershing. David Batrich holds Mba, Finance And Marketing from Depaul Driehaus College Of Business.
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Charles Schwab
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Profile bio
About David Batrich
Professional SummaryWith over 40 years of experience in financial services, wealth management, and the independent advisory sector, my career has centered on relationship management, consulting, and sales. I specialize in implementing proactive strategies that enhance enterprise models, emphasizing people, goal optimization, operational efficiency, and revenue growth. My expertise includes technology sales, client management across diverse business types, and consulting for organizations offering investment services.Philanthropy and Community EngagementI am deeply committed to philanthropic and charitable initiatives, particularly within the Eastern Orthodox Church and broader community. I have led creative and flexible alliances to strengthen stewardship programs, enhance parish council relationships, and implement effective event management and reporting tools. At both national and local levels, I have contributed through:Stewardship Committee leadership.Serving as a leader within Chicago Synergy.Volunteering with FOCUS North America.Supporting community programs such as the Saint Sava Academy food bag initiative and Bessie’s Table outreach.My work reflects a passion for building relationships, fostering growth, and delivering meaningful impact across both professional and community endeavors.Specialties include: SalesTrust Accounting TechnologyInvestmentsDomestic and Global CustodySecurities LendingMutual FundsTrust OperationsConsultingFundraisingNon-profitPhilanthropyStewardshipNon-profit LeadershipBoard DevelopmentVolunteer ManagementCommunity OutreachCommunity DevelopmentStrategic developmentCreation of the annual Stewardship themeStewardship Committee creation and developmentMinistry implementationEvent planning and developmentDatabase managementWeb site managementBlog creationBlog management
Current workplace
David Batrich's current company
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11 roles
David Batrich work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Relationship Manager-Pershing Wealth Solutions
Sep 2019 - Nov 2023
Senior Relationship Manager
Senior Relationship Manager with responsibility for clients within Workplace Solutions, a division of Morningstar Investment Management LLC.
Jun 2019 - Sep 2019
National Sales Executive
Managed a sales territory for banks, independent trust companies and not for profit foundations. Infovisa's solution encompasses trust accounting, investment management, compliance, report/statement production and document management. My focus will include the following:Provide solutions defined through discovery and needs assessmentPrepare and present proposalsNegotiate agreementsDemonstrate the software solution Assist with corporate sales and marketing strategiesAttend national, regional and industry conferences
Jan 2017 - Jun 2019
Vice President, Business Consulting
LPL is best positioned to support over 14,000 advisors with their strategic mission: focusing on their clients' long-term relationships that are the foundation of turning life's aspirations into financial realities.I am responsible for a territory of top producing LPL branch offices, targeting relationship management, business growth, marketing, the client experience, succession planning and human capital.
Oct 2015 - Dec 2016
Senior National Sales Excecutive - Wealth Management & Charitable/Not For Profit Solutions
Providing not for profits with technology solutions that complete general ledger accounting, the daily valuation of pooled funds and donor views to detailed activity. This is based on a relationship with Stellar Technology and the integration with SunGard's solutions.
Feb 2013 - Sep 2015
Senior National Sales Executive - Wealth Management Solutions
Responsibility for consultative sales within the wealth management and trust industry, focusing on CRM, financial planning, compliance, trust accounting, custody and investment management solutions.
Dec 2012 - Sep 2015
Senior Account Executive
Sales manager for the United States. The ASIPay solution focuses on the retirement disbursement, tax form processing and document print functions.
Jul 2011 - Dec 2012
Vice President, Director Of North American Sales
Overall responsibility for Correspondent Trust Services sales effort focusing on bank's, independent trust companies and investment firms offering wealth management services. The product suite includes software, trade settlement, mutual funds and investment research.
Apr 1986 - Jul 2011
Supervisor Of Trust Operations
Responsible for the overall trust operations function
Sep 1984 - Apr 1986
Manager Of The Atm Network
Responsible for the bank's ATM network including daily balancing processes, equipment maintenance, network monitoring and committee participation.Also served as a commercial teller for three years.
May 1979 - Aug 1984
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
MG
Michael G.
Colleague at Charles SchwabGreater Orlando, United States
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Mccall Teicher (Ty-Ker)
Colleague at Charles SchwabCedar Park, Texas, United States
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TW
Truell Williams
Colleague at Charles SchwabTempe, Arizona, United States
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Ana Lesmez
Colleague at Charles SchwabFort Worth, Texas, United States
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Tekoa Harris
Colleague at Charles SchwabCarmel, Indiana, United States
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IF
Isaac Franz
Colleague at Charles SchwabGreater Seattle Area, United States
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AU
Andrew Ulm
Colleague at Charles SchwabUnited States
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MH
Mamoon Hakeem (Pmp)
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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RD
Rishin Daniel
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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LK
Laurel Keebler
Colleague at Charles SchwabOmaha, Nebraska, United States
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Michael G.
Colleague at Charles SchwabGreater Orlando, United States
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MT
Mccall Teicher (Ty-Ker)
Colleague at Charles SchwabCedar Park, Texas, United States
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TW
Truell Williams
Colleague at Charles SchwabTempe, Arizona, United States
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AL
Ana Lesmez
Colleague at Charles SchwabFort Worth, Texas, United States
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TH
Tekoa Harris
Colleague at Charles SchwabCarmel, Indiana, United States
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IF
Isaac Franz
Colleague at Charles SchwabGreater Seattle Area, United States
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AU
Andrew Ulm
Colleague at Charles SchwabUnited States
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MH
Mamoon Hakeem (Pmp)
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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RD
Rishin Daniel
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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LK
Laurel Keebler
Colleague at Charles SchwabOmaha, Nebraska, United States
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4 education records
David Batrich education
Mba, Finance And Marketing
Depaul Driehaus College Of Business
Bachelor Of Science, Finance
Depaul University
High School Diploma, Math And Science Concentration
Lane Technical College Prep High School
Grammar School Diploma
James G. Blaine Elementary School
FAQ
Frequently asked questions about David Batrich
Quick answers generated from the profile data available on this page.
What company does David Batrich work for?
David Batrich works for Charles Schwab.
What is David Batrich's role at Charles Schwab?
David Batrich is listed as I have committed over 40 years to the financial services industry and focused on a variety of firms/roles related to banks, trust departments/companies, retirement providers and RIA's. at Charles Schwab.
Where is David Batrich based?
David Batrich is based in Greater Chicago Area, United States while working with Charles Schwab.
What companies has David Batrich worked for?
David Batrich has worked for Charles Schwab, Bny Mellon | Pershing, Morningstar, Infovisa, Inc., and Lpl Financial.
Who are David Batrich's colleagues at Charles Schwab?
David Batrich's colleagues at Charles Schwab include Michael G., Mccall Teicher (Ty-Ker), Truell Williams, Ana Lesmez, and Tekoa Harris.
How can I contact David Batrich?
You can use AeroLeads to view verified contact signals for David Batrich at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did David Batrich attend?
David Batrich holds Mba, Finance And Marketing from Depaul Driehaus College Of Business.
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