David Bruce Ochoa, Cima®, AI F®
About David Bruce Ochoa, Cima®, AI F®
David Bruce Ochoa is a Client Success Manager at DiligenceVault, with a background in finance and client management across several companies, including Natixis Investment Managers and UBS. He holds degrees in Science Business Administration and Finance from the University of North Carolina Wilmington and the University of Valencia, and has furthered his education at The Wharton School.
Current Role at DiligenceVault
David Bruce Ochoa serves as a Client Success Manager at DiligenceVault, a position he has held since 2022. In this role, he focuses on enhancing client relationships and ensuring the successful implementation of the company's services. His experience in client management and investment consulting positions him to effectively address client needs and drive satisfaction.
Previous Experience at Natixis Investment Managers
Ochoa has extensive experience at Natixis Investment Managers, where he held multiple roles. He worked as an Investment Consultant for Offshore Funds from 2016 to 2018, followed by a position as Regional Director for Offshore Funds from 2019 to 2021. His bilingual capabilities were instrumental in serving a diverse client base in the Greater Boston Area during his tenure.
Education and Academic Background
David Bruce Ochoa holds a Bachelor’s degree in Science Business Administration with a concentration in Finance from the University of North Carolina Wilmington, completed in 2013. He also studied at Winston-Salem State University and attended The Wharton School in 2018 for further education. Additionally, he studied at the University of Valencia, where he completed a Bachelor’s degree in Science Business Administration, Finance in 2013.
Experience at Human Interest and UBS
Ochoa worked at Human Interest as a Partner Account Manager from 2021 to 2022, where he contributed to client account management. Prior to this, he was a Registered Client Service Associate at UBS from 2013 to 2016, supporting client services and operational tasks in the Greater Boston Area. His roles at both companies added to his expertise in client relations and financial services.