David Hahn Email & Phone Number

Chapel Hill, Nc, Us

Raleigh, Nc, Us

I manage the formulation and execution of Live Oak Bank's corporate strategy, defining our strategic priorities and ensuring alignment with our long-term goals and market opportunities. I also oversee the management of large organizational projects aimed at driving growth and operational excellence across the bank.In addition, I serve as a key leader overseeing Live Oak Private Wealth, a subsidiary dedicated to comprehensive wealth management and financial planning services to high-net-worth individuals and their families. I manage financial reporting and collaborate closely with the wealth management team to ensure alignment with our strategic objectives, focusing on delivering tailored financial solutions to our expanding client base.

San Francisco, Ca

I provided bespoke wealth management solutions to ultra high net worth individuals and families, focusing on client relationship management, custom investment strategies, and comprehensive financial planning. I conducted market analysis, collaborated with a team of specialists, and educated clients on financial products and market trends.

San Diego, Ca

Arlington, Va

I qualified new deals, managed third-party due diligence, and prepared investment memorandums for the investment committee. My responsibilities included conducting cash flow analysis and underwriting for commercial real estate projects, including multifamily, office, retail, and industrial properties.

Ba - History

Activities and Societies: Swimming and Diving Team

Master Of Business Administration - Mba