Market Vice President, Austin
Current
Jan 2024 - Present
AeroLeads people directory · profile
David Farrell Email & Phone Number
Market Vice President at 49 Financial
at
49 Financial
1 work email found
@49financial.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Market Vice President at 49 Financial
Location
Austin, Texas, United States
Company size
Who is David Farrell? Overview
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Quick answer
David Farrell is listed as Market Vice President at 49 Financial at 49 Financial, a with 120 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at 49financial.com and a matched LinkedIn profile for David Farrell.
David Farrell previously worked as Market Vice President, Austin at 49 Financial and Vice President of Field Integration at 49 Financial. David Farrell holds Bachelor'S Degree, Business Administration And Management from Texas A&M University.
Company email context
Email format at 49 Financial
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{first}.{last}@49financial.com
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AeroLeads found 1 current-domain work email signal for David Farrell. Compare company email patterns before reaching out.
Profile bio
About David Farrell
At 49/Financial, our mission is to create community, and simplify lives.I help further that mission through the two hats that I wear. First, I get to serve our clients in helping to create clarity around their finances and drive simplicity in their planning. The second hat that I wear is working side-by-side with our leadership team in Austin and across the country in our 8 offices to help drive alignment and clarity in our processes and seek to continually improve our client experience.
Listed skills include Financial Strategy, Risk Management, Business Strategy, Executive Benefit Strategies, and 10 others.
Current workplace
David Farrell's current company
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49 Financial
11 roles
David Farrell work experience
A career timeline built from the work history available for this profile.
Vice President Of Field Integration
Jan 2023 - Feb 2024
Managing Partner - Austin, Texas
Jan 2022 - Feb 2023
Senior Vice President & Partner
Nov 2019 - Jan 2022
Associate Partner
49 Financial At Axa Advisors
Jun 2019 - Nov 2019
Senior Associate
49 Financial At Axa Advisors
Jan 2018 - Jun 2019
Associate
49 Financial At Axa Advisors
49 Financial is a holistic financial planning firm assisting families and business owners in the fields of investment management, retirement planning, estate planning, and insurance.
Apr 2017 - Jan 2018
Financial Professional
Sep 2014 - Apr 2017
Commercial Lending Officer
As a commercial lending officer, I was responsible for support of our bank President in underwriting and analyzing loan applications as well as handling my own portfolio of loans and my own client base. I had conversations with clients, visited job sites, and worked to understand credits from multiple perspectives while underwriting loans. Additionally, I was responsible for presenting and defending presentations to management and the directors’ board.
Jul 2013 - Jul 2014
Credit Analyst
As a credit analyst I was responsible for working with the Chief Credit Officer of the bank in analyzing the creditworthiness of commercial loan applications. I organized and analyzed financial information in the form of tax returns as well as compiled financial statements in order to conduct cash flow analyses for commercial loan purposes. In addition, I conducted annual reviews of major banking relationships for adherence to loan policy and financial covenant requirements.I also had the opportunity to work directly with the CCO and the CLO to audit loan files for compliance to bank requirements.
May 2012 - Jul 2013
Teller
As a teller I was the frontline customer service for the bank, handling transactions and customer satisfaction on a daily basis. We performed multiple transaction types including loan payments, deposits, withdraws, and ledger transactions. In addition, we were responsible for handling customer complaints and helping customers solve simple problems related to their accounts or transaction.
May 2011 - May 2012
Team & coworkers
Colleagues at 49 Financial
Other employees you can reach at 49financialgroup.com. View company contacts for 120 employees →
GN
Garrett Newberry
Colleague at 49 FinancialDallas, Texas, United States
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CT
Corbin Tandy
Colleague at 49 FinancialKansas City Metropolitan Area, United States
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AM
Anna Maria
Colleague at 49 FinancialKeene, North Dakota, United States
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JH
Josh Henson
Colleague at 49 FinancialAustin, Texas, United States
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LO
Lizah Okoniewski
Colleague at 49 FinancialAustin, Texas, United States
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BL
Benjamin Long
Colleague at 49 FinancialDallas-Fort Worth Metroplex, United States
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JE
Jace Engel
Colleague at 49 FinancialKansas City Metropolitan Area, United States
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SC
Sydney Cobb
Colleague at 49 FinancialSuwanee, Georgia, United States
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TG
Ted Grant
Colleague at 49 FinancialAtlanta, Georgia, United States
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GB
Garrison Bradley
Colleague at 49 FinancialStillwater, Oklahoma, United States
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Garrett Newberry
Colleague at 49 FinancialDallas, Texas, United States
View →
CT
Corbin Tandy
Colleague at 49 FinancialKansas City Metropolitan Area, United States
View →
AM
Anna Maria
Colleague at 49 FinancialKeene, North Dakota, United States
View →
JH
Josh Henson
Colleague at 49 FinancialAustin, Texas, United States
View →
LO
Lizah Okoniewski
Colleague at 49 FinancialAustin, Texas, United States
View →
BL
Benjamin Long
Colleague at 49 FinancialDallas-Fort Worth Metroplex, United States
View →
JE
Jace Engel
Colleague at 49 FinancialKansas City Metropolitan Area, United States
View →
SC
Sydney Cobb
Colleague at 49 FinancialSuwanee, Georgia, United States
View →
TG
Ted Grant
Colleague at 49 FinancialAtlanta, Georgia, United States
View →
GB
Garrison Bradley
Colleague at 49 FinancialStillwater, Oklahoma, United States
View →
1 education record
David Farrell education
FAQ
Frequently asked questions about David Farrell
Quick answers generated from the profile data available on this page.
What company does David Farrell work for?
David Farrell works for 49 Financial.
What is David Farrell's role at 49 Financial?
David Farrell is listed as Market Vice President at 49 Financial at 49 Financial.
What is David Farrell's email address?
AeroLeads has found 1 work email signal at @49financial.com for David Farrell at 49 Financial.
Where is David Farrell based?
David Farrell is based in Austin, Texas, United States while working with 49 Financial.
What companies has David Farrell worked for?
David Farrell has worked for 49 Financial, 49 Financial At Axa Advisors, Axa Advisors, and Spirit Of Texas Bank.
Who are David Farrell's colleagues at 49 Financial?
David Farrell's colleagues at 49 Financial include Garrett Newberry, Corbin Tandy, Anna Maria, Josh Henson, and Lizah Okoniewski.
How can I contact David Farrell?
You can use AeroLeads to view verified contact signals for David Farrell at 49 Financial, including work email, phone, and LinkedIn data when available.
What schools did David Farrell attend?
David Farrell holds Bachelor'S Degree, Business Administration And Management from Texas A&M University.
What skills is David Farrell known for?
David Farrell is listed with skills including Financial Strategy, Risk Management, Business Strategy, Executive Benefit Strategies, Financial Analysis, Customer Service, Estate Planning, and Finance.
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