David Blanco

David Blanco Email and Phone Number

Market Investment Director @ Bank of America Private Bank
Texas, United States
David Blanco's Location
Dallas-Fort Worth Metroplex, United States
David Blanco's Contact Details

David Blanco work email

David Blanco personal email

n/a
About David Blanco

David Blanco is a Market Investment Director at Bank of America Private Bank. Leading a team of Portfolio Managers and is responsible for creating and maintaining personalized investment strategies. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of discretionary investment management, asset allocation, tax-minimization strategies, retirement, and multi- generational strategies to banking and lending needs.Prior to joining the Private Bank (formerly U.S. Trust), he served as Wealth Advisor at 360 Wealth Management providing service to the needs of high net worth individuals and families. Previously, he was an Associate Vice President with JP Morgan Investments and Morgan Stanley.David achieved a Masters of Business Administration from the Executive MBA program of the Cox School of Business at Southern Methodist University and a Bachelors of Business Administration from the University of Texas at El Paso.He serves on the Be The Match® National Marrow Donors Program registry, which is a global leader in bone marrow transplantation. He is also an advocate for the Bone Anchored Hearing Aid and Cochlear Implant community and volunteer.

David Blanco's Current Company Details
Bank of America Private Bank

Bank Of America Private Bank

View
Market Investment Director
Texas, United States
Employees:
232061
David Blanco Work Experience Details
  • Bank Of America Private Bank
    Market Investment Director
    Bank Of America Private Bank
    Texas, United States
  • Bank Of America Private Bank
    Market Investment Director
    Bank Of America Private Bank Aug 2021 - Present
    Dallas, Texas, United States
  • Bank Of America Private Bank
    Senior Portfolio Manager
    Bank Of America Private Bank Jan 2020 - Aug 2021
    Dallas/Fort Worth Area
  • Bank Of America Private Bank
    Senior Vice President, Senior Portfolio Manager
    Bank Of America Private Bank May 2017 - Aug 2021
    Dallas/Fort Worth Area
  • Lpl Financial
    Managing Member/Wealth Advisor Robert Blanco Holdings, Llc/360 Wealth Management
    Lpl Financial Sep 2012 - May 2017
    Dallas/Fort Worth Area
    Portfolio manager for discretionary investment management portfolios. Financial Planning for high net worth clients.
  • Bb&T
    Regional Investment Counselor
    Bb&T Mar 2010 - Sep 2012
    Dallas/Fort Worth Area
    Regional Investment Counselor for Texas branches of BB&T BankResponsible for growing market share in Texas and building BB&T Investment Services brand in Texas
  • Wells Fargo Advisors
    Fundamental Choice Portfolio Manager
    Wells Fargo Advisors Mar 2005 - Sep 2009
    Plano, Tx
    Developed and built diversified asset allocation models based on sector weights, sub industry sectors and risk tolerances of clients based on investment policy statement constraints
  • J.P. Morgan
    Personal Financial Advisor
    J.P. Morgan Feb 2003 - Mar 2005
    Dallas/Fort Worth Area
  • H&R Block
    Team Leader Licensed Referral Tax Professional Program
    H&R Block Jan 2002 - Feb 2003
    Plano, Tx
    Launched program to recruit, license (with Series 6 and 7), mentor and lead Tax Professionals in qualifying clients and referring them to financial advisor for building long term relationships
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jul 1995 - Jan 2002
    Plano, Tx

David Blanco Skills

Leadership Management Strategic Planning Financial Analysis Finance Investments Asset Management

David Blanco Education Details

Frequently Asked Questions about David Blanco

What company does David Blanco work for?

David Blanco works for Bank Of America Private Bank

What is David Blanco's role at the current company?

David Blanco's current role is Market Investment Director.

What is David Blanco's email address?

David Blanco's email address is da****@****ica.com

What schools did David Blanco attend?

David Blanco attended Southern Methodist University, The University Of Texas At El Paso.

What skills is David Blanco known for?

David Blanco has skills like Leadership, Management, Strategic Planning, Financial Analysis, Finance, Investments, Asset Management.

Who are David Blanco's colleagues?

David Blanco's colleagues are Md Haikhal, Abdullah Alarjani, Marc Feltman, Swatishree Esiridi, Rosette Nampija, Eleanor Harmon, Kim Bowman.

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