David Pursell
About David Pursell
David Pursell is a Private Client Banker currently employed at Chase, where he has worked since 2022. He has a background in accounting, holding degrees from Rasmussen University and Ball State University, and has held various positions in banking and management.
Current Role at Chase
David Pursell currently serves as a Private Client Banker at Chase, a position he has held since 2022. In this role, he focuses on providing personalized banking services to high-net-worth clients. His responsibilities include managing client relationships, offering tailored financial solutions, and ensuring a high level of customer satisfaction.
Previous Experience at KeyBank
Before joining Chase, David Pursell worked at KeyBank as a Private Client Banker for a duration of five months in 2022. His role involved similar responsibilities to his current position, where he engaged with clients to understand their financial needs and provided appropriate banking products and services.
Background in Mortgage Processing
David Pursell has experience in the mortgage industry, having worked as a Mortgage Loan Processor at Royal United Mortgage LLC from 2021 to 2022. In this role, he was responsible for processing loan applications, verifying financial information, and ensuring compliance with lending regulations.
Education in Accounting
David Pursell studied Accounting at Rasmussen University, where he earned his Bachelor's degree from 2017 to 2020. Prior to that, he attended Ball State University from 2002 to 2010, also focusing on Accounting. His educational background provides a strong foundation for his roles in banking and finance.
Management Experience at Steak n Shake
Earlier in his career, David Pursell worked as a Manager at Steak n Shake in the Fort Myers, Florida Area from 2008 to 2009. In this position, he oversaw daily operations, managed staff, and ensured customer satisfaction, contributing to his leadership skills.