Role and Company
Senior Vice President, City National Bank (Retired)
Expertise
30 years experience in financial services
Location
Cardiff By The Sea, CA
About David
Private Banking Executive and financial adviser. Retired in 2014. Currently independent financial consulting. Experience in banking, investments, financial planning and management consulting. MBA degree; Certified Financial Planner; Veteran: US Army. Infantry Squad Leader - Vietnam service: 1968 - 1969.
David has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.
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David's Recent Answers
3 years ago
How do I best leverage my military experience into an investment banking analyst role without having a financial background?
Hello Kevin and thank you for serving.
Among the attributes employers like in veterans is their discipline, work ethic, integrity...
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6 years ago
Book recommendations
Some excellent suggestions above. I would add General (USAF Ret) Perry M. Smiths "Rules & Tools for Leaders". A modified civilian...
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8 years ago
Does a Masters degree have much weight in the hiring process?
Justin,
The usefulness of a master’s degree, in my opinion, depends upon your post-military career goals.
If you want...
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