David Burbank, Cfa
About David Burbank, Cfa
David Burbank, CFA, is a Manager of Portfolio Reporting & Analytics at TD Ameritrade and a Senior Manager of Investment Performance and Competitive Research at Charles Schwab. He has extensive experience in quantitative analysis and performance management, with a background in finance from the University of Maryland.
Title
David Burbank, CFA, is currently serving as a Manager, Portfolio Reporting & Analytics.
Current Roles at Charles Schwab and TD Ameritrade
David Burbank is presently holding dual roles in prominent finance companies. At Charles Schwab, he serves as the Senior Manager for Investment Performance and Competitive Research. Concurrently, he also holds the position of Manager, Portfolio Reporting & Analytics, at TD Ameritrade. Both roles are based in Columbia, Maryland.
Professional Experience at T Rowe Price
David Burbank has extensive experience working at T Rowe Price. From 2007 to 2017, he worked as a Senior Quantitative Analyst in the Baltimore, Maryland area. Prior to that, he held the role of Manager, Performance, from 2004 to 2007 in Owings Mills, MD.
Early Career at Multiple Organizations
David Burbank's early career includes diverse roles. He served as a Water & Sanitation Agent in the Peace Corps from 2000 to 2002 in Cote D’Ivoire (Ivory Coast). Prior to that, he worked as a Manager, Performance, at Thomson Financial from 1995 to 2000, and as a Bank Teller at Chevy Chase Bank from 1992 to 1993.
Educational Background
David Burbank attained his B.S. in Finance from the University of Maryland, where he studied from 1988 to 1993. He obtained his Bachelor's degree in Finance, General, also from the University of Maryland during the same period.