David Mundis has a strong background in finance and banking, with experience in trust operations, treasury analysis, financial analysis, and business analysis. With a portfolio of over 50 clients and billions in assets managed, David has demonstrated expertise in their field. Their work history includes roles at Century Bank, Gemini Rosemont Commercial Real Estate, Bank of Albuquerque, Infotech Global Services, BOKF, NA, and Wells Fargo. David has also pursued education in finance through the Cannon Financial Institute.
January, 2021 - present
Trust Operations Specialist II at United Bank Corporation
Trust Operations Specialist at Advocacy Trust
Trust Operations Specialist - Outgoing Funds at Digital Trust
Trust Operations Specialist at Hightower Advisors
Trust Operations Specialist at McLane Middleton