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David Lundregan, CWS

Vice President, Trust and Investment Business Development Officer

In the banking industry since 1985

Specialties

  • Business Retirement Plan Services
  • Estate Planning
  • Individual Retirement Accounts (IRAs)
  • Investment Management
  • Trust Administration

Office Location

Columbus-Office
Columbus Office
200 Civic Center Drive, Suite 700
Columbus, OH 43215
More about this location

Education

  • B. A., General Studies
    Capital University

Work Experience

  • Commercial Lending
  • SVP, Market Manager – Private Banking

Involvement

  • Dublin A.M. Rotary
  • Liaison to Dublin Food Pantry
  • Has held series 7, 9 and 10 securities licenses
  • Member of the Professional Advisors group of the Delaware County Foundation

Request an Appointment

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