First Western Trust
David L. is an experienced finance professional currently serving as Finance Manager at First Western Trust since January 2022. Prior roles include Financial Consultant and Senior Financial Analyst at Xcel Energy from April 2018 to January 2022, Senior Accountant at ComRent Load Bank Solutions from March 2017 to March 2018, and Senior Financial Analyst at Ball Corporation from August 2016 to March 2017. Prior to these positions, David L. held multiple roles at TOLMAR Inc. from June 2010 to August 2016, including Financial/Marketing Analyst, Sales and Marketing Analyst, and Accountant. David L. holds a Bachelor of Science degree in Accounting and Finance from the University of Northern Colorado, completed in 2010, and received a foundational education at Arapahoe High School.
First Western Trust
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First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.