Stifel Bank & Trust
David Garcia, CPA, has over nine years of experience in accounting and finance. David is currently employed at Stifel Bank & Trust as a Senior Vice President and Controller since September 2019. Prior to this role, they worked at Shamrock Trading Corporation for five years as a Corporate Accounting Manager, where they were responsible for preparing consolidated financial statements, conducting financial planning and analysis, and monitoring the organization's financial performance. Before that, they gained experience in all aspects of accounting as a Staff Accountant at Eighteen Capital Group from 2012 to 2014. David also worked as a Property Accountant at Block Real Estate Services, LLC from 2010 to 2012, where they handled accounting activities for various commercial real estate properties and ownership entities. David'sresponsibilities included monitoring cash balances, reviewing expenses, reconciling bank accounts, and preparing financial statements, among others. Overall, David Garcia has a strong background in accounting and finance, with a focus on real estate investments.
David Garcia, CPA, holds a Master of Accounting (MAc) degree from Truman State University, which they obtained in 2010. Prior to that, they completed their Bachelor of Science (B.S.) in Accounting at Truman State University in 2009. Additionally, David Garcia has obtained a Certified Public Accountant (CPA) certification.
Stifel Bank & Trust
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At Stifel Bank, we make banking and lending simple, convenient, and even enjoyable for our individual and business clients. We have adopted a client-centered business model in which each associate is responsible for contributing to our clients’ overall satisfaction; fostering an entrepreneurial culture based on participation and respect. Whether working with clients individually, or in tandem with a Stifel Financial Advisor, we strive to build enduring personal relationships that stand the test of time. Stifel Bank, headquartered in St. Louis, Missouri, offers a variety of innovative banking products, including home lending, securities-based lending, relationship-based commercial lending, treasury management, private banking and more. stifelbankstl.com | stifelmortgage.com | stifel.com Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (Stifel Banks). Residential mortgage lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Banks. The financial advisors of Stifel, Nicolaus & Company, Incorporated do not offer mortgage loans, provide mortgage loan information or accept residential mortgage loan applications. Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103 is affiliated with Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal. Our Social Media policy and disclosure: https://www.stifelmortgage.com/SocialMediaDisclosure.html