Chief Experience Officer, Vice President
CurrentComprehensive wealth manager providing holistic delivery of all traditional banking products to our members with a special emphasis on credit.
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@farmersbankgroup.com
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2 phones found area 724
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LinkedIn matched
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David Roberts is listed as Chief Experience Officer, Vice President, Private Wealth Management Ohio Catholic Federal Credit Union at Ohio Catholic Federal Credit Union, a company with 62 employees, based in North Canton, Ohio, United States. AeroLeads shows a work email signal at farmersbankgroup.com, phone signal with area code 724, and a matched LinkedIn profile for David Roberts.
David Roberts previously worked as Chief Experience Officer, Vice President at Ohio Catholic Federal Credit Union and Vice President, Relationship Manager Private Client Services at Farmers National Bank Of Canfield. David Roberts holds Mba, Finance from The University Of Akron.
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AeroLeads found 1 current-domain work email signal for David Roberts. Compare company email patterns before reaching out.
I help people planning major capital expenditures and business expansions by listening and understanding their business goals, objectives and plans.Then we harness the resources of Ohio Catholic Federal Credit Union to analyze their financial statements and cashflows and recommend appropriate solutions for their proposed credit needs. We help fix their business needs.Specialties: Extensive experience in Credit Administration, Financial Planning, Investment management and Insurance products.
Listed skills include Banking, Credit, Loans, Commercial Lending, and 46 others.
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North Canton, Ohio, United States
Comprehensive wealth manager providing holistic delivery of all traditional banking products to our members with a special emphasis on credit.
Canton Area, Ohio
Comprehensive wealth manager providing holistic delivery of all banking products
Canton, Ohio Area
North Canton
Responsible for commercial loan production in Stark County
Responsible for commercial banking production in the Northern Region of The Citizens Bank.
Series 7, 66 and Life & Health Insurance licenses.Proficient in understanding client needs, proposing appropriate financial solutions, implementing recommendations and monitoring to deepen the client relationship.
Responsible for the tactical delivery of traditional banking products in a team oriented holistic service model.Embraced client relationship management, providing clients with value added financial profiles and executing financial planning debt management and educational planning modules.
Other employees you can reach at ohiocatholicfcu.com. View company contacts for 62 employees →
Ryan Van Riper
Colleague at Ohio Catholic Federal Credit Union
Canton, Ohio, United States, United States
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ET
Emma Toth
Colleague at Ohio Catholic Federal Credit Union
Cleveland, Ohio, United States, United States
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DK
Deamonte King
Colleague at Ohio Catholic Federal Credit Union
Akron, Ohio, United States, United States
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KL
Karen Lea
Colleague at Ohio Catholic Federal Credit Union
Cleveland, Ohio, United States, United States
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SC
Susan Cobb
Colleague at Ohio Catholic Federal Credit Union
Chagrin Falls, Ohio, United States, United States
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KL
Karen Lea
Colleague at Ohio Catholic Federal Credit Union
Cleveland, Ohio, United States, United States
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CG
Christopher Gemma
Colleague at Ohio Catholic Federal Credit Union
Cuyahoga Falls, Ohio, United States, United States
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SF
Sarah Frank Bracken
Colleague at Ohio Catholic Federal Credit Union
Canton, Ohio, United States, United States
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MW
Melissa Way
Colleague at Ohio Catholic Federal Credit Union
North Canton, Ohio, United States, United States
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RJ
Rob James
Colleague at Ohio Catholic Federal Credit Union
North Canton, Ohio, United States, United States
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Activities and Societies: Resident Student Advisor for 21/2 years
Quick answers generated from the profile data available on this page.
David Roberts works for Ohio Catholic Federal Credit Union.
David Roberts is listed as Chief Experience Officer, Vice President, Private Wealth Management Ohio Catholic Federal Credit Union at Ohio Catholic Federal Credit Union.
AeroLeads has found 1 work email signal at @farmersbankgroup.com for David Roberts at Ohio Catholic Federal Credit Union.
AeroLeads has found 2 phone signal(s) with area code 724 for David Roberts at Ohio Catholic Federal Credit Union.
David Roberts is based in North Canton, Ohio, United States while working with Ohio Catholic Federal Credit Union.
David Roberts has worked for Ohio Catholic Federal Credit Union, Farmers National Bank Of Canfield, Farmers National Bank, The Citizens Savings Bank, and Ubs Financial Services, Inc..
David Roberts's colleagues at Ohio Catholic Federal Credit Union include Ryan Van Riper, Emma Toth, Deamonte King, Karen Lea, and Susan Cobb.
You can use AeroLeads to view verified contact signals for David Roberts at Ohio Catholic Federal Credit Union, including work email, phone, and LinkedIn data when available.
David Roberts holds Mba, Finance from The University Of Akron.
David Roberts is listed with skills including Banking, Credit, Loans, Commercial Lending, Finance, Commercial Banking, Financial Services, and Credit Analysis.
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