DM

David Masters

Head Of Portfolio Management Unit at Charity Bank

David Masters has had a long and varied career in the banking industry. David began their career in 1999 as a Relationship Manager in Healthcare and Private Banking at NatWest. In 2010, they joined RBS as a Corporate Delivery Manager for the Ring Fencing programme, where they specialized in Due Diligence. David also worked as a Customer Delivery Manager for Future Wiliams & Glyn and as a Relationship Manager in Healthcare, providing financial solutions for existing and new clients. In 2018, they moved to a Project run by a Big 4 firm as a Case Handler for Banking Complaints. In 2019, they joined The Charity Bank Limited as a Savings Project - Data quality review of electronic records and databases. Most recently, in 2020, they joined Charity Bank as Head Of Portfolio Management Unit, Portfolio Manager, and Credit Analyst.

David Masters has an Associate of the Chartered Institute of Bankers, a Certificate of Achievement from High Speed Training in Anti-Money Laundering (AML) and Financial Crime, and a Certificate for Financial Advisers from The Chartered Institute of Bankers in Financial Planning and Services. David also attended Oakwood Park Grammar School.

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Timeline

  • Head Of Portfolio Management Unit

    April, 2022 - present

  • Portfolio Manager

    August, 2021

  • Credit Analyst

    April, 2020