David joined Crestbridge in September 2024 and provides administrative support to the team.
David is responsible for day-to-day administration tasks, focusing on trust and wealth management structures for high-net-worth families. He also assists with banking processes, payments, and liaising with intermediaries.
Previously, David worked as a Finance Assistant at a local trust company, where he gained valuable experience in the accounting team.
David holds a BTEC Level 3 in Business and Finance. He will be working towards his professional qualifications in 2025.