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Forward-thinking financial leader and principal with an advanced business acumen and diverse experience spear-heading all facets of enterprise banking, lending, business operations, wealth management and the digital integration and transformation across the financial services sector. • Demonstrated ability to identify opportunities, develop untapped markets, and expand complementary business lines. • Skilled employing data analytics to drive tactical growth. Instrumental in the execution of successful go-to-market strategies resulting in superior client satisfaction ratings.• Championed innovative strategies for AI and digital integration, advancing process improvements, and optimizing operational efficiencies. • Skilled in recruiting, training, mentoring, and motivating cross-functional teams to attain organizational objectives. • Managed key operational directives to ensure customer satisfaction and optimize enterprise net operating income, with authority over policy exceptions and credit sanctioning.Areas of Expertise - Financial Services /Wealth Management/ Private Banking• Regional Management / Team Management • Financial Technology Solutions • Cross-Functional Collaboration • Portfolio Management • Relationship Management • Retention Protocol - client management processes• Business Development• Process Enhancement • Lending & Credit Management• External & Stakeholder Communications• Strategic Research & Data Analytics• Market Analysis & Review• Financial Product Development - including Digital Integration and Implementation• Effective Negotiation
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DirectorCharles Schwab Jul 2022 - Jan 2024Westlake, Texas, UsCharles Schwab, San Francisco, CA 2022 - 2024 Director of Private Banking & Business Banking RIA Succession & Transition Solutions Digital Private Wealth Application and Implementation Managed teams implementing innovative wealth management and private banking solutions for Charles Schwab’s U/HNW, business banking, and RIA clients. As a trusted advisor to our U/HNW and enterprise clients, I actively develop tailored solution to meet their evolving needs. Developed strategic product and sales management platforms designed to meet the dynamic requirements of RIAs and their clients. Expanded investment and liquidity solutions for RIAs, and family office relationships. Formulated comprehensive roadmaps, budgets, workflows, and operational timetables for product development and digital integration, aligning these with firm objectives. Negotiated strategic agreements, expanding new business development efficiency - 11.3% increase in annual revenues. Cultivate a new strategic “client experience path” in alignment with internal stakeholders and enterprise objectives. Develop custom U/HNW products and solutions for RIAs combining stakeholder expectations with external resources. Collaborated with advisors, bankers, and clients on complex transactions to ensure risk compliance and client satisfaction - 93% satisfaction rate. -
Regional Private Banking DirectorGoldman Sachs May 2018 - Jul 2022New York, New York, UsRegional Private Banking Director CA AZ, NM, NV Digital & Private Banking Institutional Sales & Distribution Led the regional private bank and the implementation of an advanced digital private banking and lending platform, specifically designed for RIAs and the family office sectors. I coordinated a team of bankers and support staff responsible for the sale and distribution of tailored banking, and wealth management solutions to RIAs and family office end-clients, including, U/HNW individuals, families, trusts, and entities. Shaped regional operational strategy, managing the regional budget, driving recruitment, to promote the growth of the private bank initiatives. Managed regular planning sessions, covering CRM data, client assessments, and product development, in alignment with assigned goals and objectives. Expertise in structuring complex wealth management and banking relationships, coordinating with internal stakeholders on new and existing opportunities within the Private Bank’s portfolio. Doubled assets year-over year. Revenue growth averaged 121%. Successfully coordinated the transition of an $11 billion loan portfolio from the Monthly LIBOR Index to Monthly SOFR Reduced transaction processing times by 54%. Further reduced new client “transition” times 19%, to an average of 20 days. Client satisfaction rates increased to 93%. Advisor satisfaction rates to greater than 90%. The platform is one of the fastest growing digital platforms in the industry. -
Western Regional Director Private Banking - Independent Advisor ChannelBny Mellon Aug 2013 - May 2018New York, Ny, UsVice President and Regional Director - PBSI Western RegionManagement - UHNW Private Banking, RIA Advisory Channel Coordinated the Western Regional Advisory Services Wealth channel, and led a team of private bankers and staff, enhancing U/HNW client experiences and operational efficiencies across the region. Working closely with the Bank’s and Pershing Advisor Solutions leadership to introduce a new platform for registered investment advisors (RIAs), family offices, independent advisory firms and their U/HNW clients. Collaborated with strategic partners to drive growth, achieve profitability targets, and increase client and advisor satisfaction. My role included developing the annual regional business plan and developing new fundamental enterprise partnerships. I coordinated complex lending, banking, and investment processes for essential relationships, and I led initiatives such as introducing new products and transitioning client relationships to Pershing/BNY Mellon Bank. Established and maintained over 80 strategic enterprise level relationships with national and regional partners and RIAs. Used Data Analytics and Analyzed client and portfolio information to identify trends in performance and preferences, aligning with firm strategy and uncovering key growth opportunities. Revenue growth averaged 125% on annual targets year-over-year. Provided team oversight and guidance on complex relationships to ensure transparency and efficiency. -
Senior Vice President, Private Banking/ Wealth ManagementWells Fargo Private Bank Dec 2007 - Aug 2013San Francisco , Ca, UsSenior Vice President; Market Team LeaderPrivate Banking, U/HNW Wealth Management, Structured Lending Mentor, Leader, Trainer Team leader and producer. Managed a team of seasoned private bankers. I oversaw the daily wealth management and banking operations, with the goal of greater retention, approval and expansion of our relationships with U/HNW individuals, families and entities. Developed strategic partnerships with Centers of Influence (COIs), delivering comprehensive banking, trust, planning, and wealth management solutions. Leveraging my experience, I facilitated cross-functional collaborations within Wells Fargo, fostering business growth and cultivating the client experience. In concert with the regional president, I was responsible for recruiting, training, and mentoring talent for the region, ensuring a long term robust and experienced workforce. Instrumental in developing a digital non-purpose lending platform for credit needs below $2MM. Streamlined the regional lending process and led the revision of complex financial credits and new financial offerings. Oversaw a diverse $1.5bb portfolio of 60 ultra-high-net-worth client households, consistently surpassing $15MM annual revenue targets and recognized as a top performer in the Private Bank.
David Esser Skills
David Esser Education Details
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University Of IdahoEconomics & Political Science -
Golden Gate UniversityFinance And Financial Management Services
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Syracuse University - Martin J. Whitman School Of Management& Data Analytics
Frequently Asked Questions about David Esser
What is David Esser's role at the current company?
David Esser's current role is Leader in Private Banking & Wealth Management | Credit & Lending Principal | Enterprise Revenue Executive | Client Centric Product Innovation Champion | Director of Implementation & Sales | Industry Consultant.
What is David Esser's email address?
David Esser's email address is da****@****rgo.com
What schools did David Esser attend?
David Esser attended University Of Idaho, Golden Gate University, Syracuse University - Martin J. Whitman School Of Management.
What are some of David Esser's interests?
David Esser has interest in Family, Children, Volunteering, Education, Science And Technology, Coaching Soccer, Family Volunteering Golf Coaching Soccer, Golf, Familyvolunteeringgolfcoaching Soccer, Animal Welfare.
What skills is David Esser known for?
David Esser has skills like Wealth Management, Financial Services, Investments, Banking, Alternative Investments, Private Banking, Credit, Securities, Management, Asset Management, Strategic Financial Planning, Loans.
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