David Blanco Email and Phone Number
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David Blanco personal email
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.
Bank Of America Private Bank
View- Website:
- bankofamerica.com
- Employees:
- 232061
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Market Investment DirectorBank Of America Private BankTexas, United States -
Market Investment DirectorBank Of America Private Bank Aug 2021 - PresentDallas, Texas, United States -
Senior Portfolio ManagerBank Of America Private Bank Jan 2020 - Aug 2021Dallas/Fort Worth Area -
Senior Vice President, Senior Portfolio ManagerBank Of America Private Bank May 2017 - Aug 2021Dallas/Fort Worth Area -
Managing Member/Wealth Advisor Robert Blanco Holdings, Llc/360 Wealth ManagementLpl Financial Sep 2012 - May 2017Dallas/Fort Worth AreaPortfolio manager for discretionary investment management portfolios. Financial Planning for high net worth clients. -
Regional Investment CounselorBb&T Mar 2010 - Sep 2012Dallas/Fort Worth AreaRegional Investment Counselor for Texas branches of BB&T BankResponsible for growing market share in Texas and building BB&T Investment Services brand in Texas -
Fundamental Choice Portfolio ManagerWells Fargo Advisors Mar 2005 - Sep 2009Plano, TxDeveloped and built diversified asset allocation models based on sector weights, sub industry sectors and risk tolerances of clients based on investment policy statement constraints -
Personal Financial AdvisorJ.P. Morgan Feb 2003 - Mar 2005Dallas/Fort Worth Area -
Team Leader Licensed Referral Tax Professional ProgramH&R Block Jan 2002 - Feb 2003Plano, TxLaunched 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 -
Financial AdvisorMorgan Stanley Jul 1995 - Jan 2002Plano, Tx
David Blanco Skills
David Blanco Education Details
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Executive Mba, Cox School Of Business -
Finance, General
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?
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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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