Mr. Butler has 20+ years experience in the Trust and Investment Management field, including relationship and portfolio management, wealth management sales, risk assessment and compliance management, financial analysis, and auditing. He has experience as a Trust and Investment Manager Division head, Chief Operating Officer in a private trust company, as well as experience in managing operations and corporate trusts in a regional bank setting. David also was a National Trust Examiner with the United States Comptroller of the Currency. David is a Certified Financial Planner and Certified Financial Services Counselor. He has a Masters in Trust and Investment Management from Campbell University as well as a BBA from Campbell University. David is also an honors graduate of the American Bankers Association National Graduate Trust School. David has been a faculty member of the Southeastern Trust School since 1991 and is a director and past president of the Trust Education Foundation of Campbell University. He currently holds his series 7 and 63 securities licenses. |