These tailored solutions include stock secured lending, deposit accounts, lines of credit, mortgage and home equity financing, as well as partner loans and capital call lines.
Dave has 13 years of banking and financial services industry experience. Before joining Silicon Valley Bank he was a Senior Vice President at Citi Private Bank. There, he worked to deliver financial solutions including lending, banking and wealth management to key influencers at top area law firms. Prior to Citi Private Bank, Dave spent several years leading teams at Citizens Bank. His work experience includes wealth advisory, commercial lending, business banking, personal banking as well as other, specialized fields in finance.
Dave earned a Bachelor’s degree in Business Administration from the Whittemore School at the University of New Hampshire. He is an Investment Advisory Representative holding the Series 66 license. Dave is active in several community groups, and has served on the boards of many non-profit organizations in the Boston area. An avid sports enthusiast, Dave resides in Waltham, MA with his wife and three children.