David Hertlein
VP - Sr Private Banking Relationship Manager at Commerce Trust
Based in St Louis, United States
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Seniority
Vp
Department
Finance & Accounting
Location
St Louis
Industry
Investment Management
Company size
354
Contact information
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d•••••••@commercetrustcompany.com
Phone
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Background
About David Hertlein
As a seasoned Senior Private Banker, I specialize in serving high-net-worth, and ultra-high-net-worth individuals and families. My passion lies in delivering tailored financial solutions that empower my clients to achieve their long-term goals. Why Choose Me? Clients turn to me because of my unique blend of expertise: 1. Credit Offerings: I excel in structuring credit solutions that align with your financial objectives. Whether it’s liquidity management, real estate financing, or customized lending, I’ve got you covered. Investment Management: At Commerce Trust, crafting personalized investment portfolios is our forte. As a fiduciary, I prioritize your wealth preservation and growth, leveraging innovative strategies and market insights. Team-Based Approach: At Commerce Trust, we believe in collaboration. Our team of seasoned professionals—Bankers, CFPs, CFAs—works together to provide holistic solutions. Your success is our collective mission. About Me: Driven by a commitment to excellence, I’ve spent years navigating complex financial landscapes. From my roots in St. Louis to my global network, I thrive on building lasting relationships. Let’s Connect: Ready to explore tailored solutions? Let’s talk! Reach out for a personalized consultation or to discuss your financial aspirations.
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