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David Hall, Afim, Cisp Email & Phone Number
Vice President, Investment Strategist and Bank Advisory Officer
at
The Preferred Legacy National Trust Bank
1 work email found
@pnc.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Vice President, Investment Strategist and Bank Advisory Officer
Location
Cuyahoga Falls, Ohio, United States
Company size
Who is David Hall, Afim, Cisp? Overview
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Quick answer
David Hall, Afim, Cisp is listed as Vice President, Investment Strategist and Bank Advisory Officer at The Preferred Legacy National Trust Bank, a company with 17 employees, based in Cuyahoga Falls, Ohio, United States. AeroLeads shows a work email signal at pnc.com and a matched LinkedIn profile for David Hall, Afim, Cisp.
David Hall, Afim, Cisp previously worked as Vice President, Investment Strategist & Bank Advisory Officer at The Preferred Legacy National Trust Bank and Vice President, Private Banker at Home Savings. David Hall, Afim, Cisp holds Bs, Finance from Walsh University.
Company email context
Email format at The Preferred Legacy National Trust Bank
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*@pnc.com
68% confidence
AeroLeads found 1 current-domain work email signal for David Hall, Afim, Cisp. Compare company email patterns before reaching out.
Profile bio
About David Hall, Afim, Cisp
Preserve Your Roots. Grow Your Legacy.Management of family wealth often requires an integrative approach. Preferred Legacy Trust's network of professionals provide a tailored approach to family planning and advisory services, family stewardship and philanthropy, and household finance management, offering cross-functional experience to address the custom needs of high net worth families and individuals. Preferred Legacy Trust is committed to knowing and understanding your family and business dynamics in order to scale our breadth of services to meet the needs of each individual and family. Having the right team in place for your trust needs allows you to adjust your focus where you want it to be: creating the life you want while preserving your legacy for years to come.
Current workplace
David Hall, Afim, Cisp's current company
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The Preferred Legacy National Trust Bank
7 roles · 38 years
David Hall, Afim, Cisp work experience
A career timeline built from the work history available for this profile.
Vice President, Investment Strategist & Bank Advisory Officer
CurrentWhen it comes to finding a better solution for your financial situation, we understand how time consuming it can be to find the answer for your unique circumstances. Our bank advisory program provides you with independent advice to help alleviate the stress of determining which banking services align with your goals and objectives. Our holistic and.
Jan 2020 - Present
Vice President, Private Banker
Working with busy professionals, executives and entrepreneurs to simplify their financial lives.I provide a unique client experience through exceptional service and an array of financial products which meet all client’s needs. As your Private Banker I offer the following services: * Single point of contact for all of your personal banking needs.*.
Feb 2013 - Jan 2020
Private Banker
I SIMPLIFY financial complexity for our top 1% of the bank's clients by CHALLENGING and COLLABORATING with them to ARTICULATE and ACHIEVE their goals. I act as a relationship manager and use my knowledge of wealth management and private banking services to keep busy professionals focused on what they do best and spend less time worrying about their.
Mar 2011 - Feb 2013
Banking Advisor
I recommend personal credit & deposit solutions for high income and high net worth individuals.
Aug 1988 - Mar 2011
Private Banker
1988 - 2011
~23 yrs
Credit
Mar 1995 - Jun 2000
3 education records
David Hall, Afim, Cisp education
Bs, Finance
Education record
Education record
Glenoak High School
FAQ
Frequently asked questions about David Hall, Afim, Cisp
Quick answers generated from the profile data available on this page.
What company does David Hall, Afim, Cisp work for?
David Hall, Afim, Cisp works for The Preferred Legacy National Trust Bank.
What is David Hall, Afim, Cisp's role at The Preferred Legacy National Trust Bank?
David Hall, Afim, Cisp is listed as Vice President, Investment Strategist and Bank Advisory Officer at The Preferred Legacy National Trust Bank.
What is David Hall, Afim, Cisp's email address?
AeroLeads has found 1 work email signal at @pnc.com for David Hall, Afim, Cisp at The Preferred Legacy National Trust Bank.
Where is David Hall, Afim, Cisp based?
David Hall, Afim, Cisp is based in Cuyahoga Falls, Ohio, United States while working with The Preferred Legacy National Trust Bank.
What companies has David Hall, Afim, Cisp worked for?
David Hall, Afim, Cisp has worked for The Preferred Legacy National Trust Bank, Home Savings, Fifth Third Bank, Pnc Wealth Management, and National City Bank.
How can I contact David Hall, Afim, Cisp?
You can use AeroLeads to view verified contact signals for David Hall, Afim, Cisp at The Preferred Legacy National Trust Bank, including work email, phone, and LinkedIn data when available.
What schools did David Hall, Afim, Cisp attend?
David Hall, Afim, Cisp holds Bs, Finance from Walsh University.
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