David Farrell

Experience

• 

  Spirit of Texas Bank

  May 2011 - Jul 2014

  As a credit analyst I was responsible for working with the Chief Credit Officer of the bank in analyzing the creditworthiness of commercial loan applications. I organized and analyzed financial information in the form of tax returns as well as compiled financial statements in order to conduct cash flow analyses for commercial loan purposes. In addition, I conducted annual reviews of major banking relationships for adherence to loan policy and financial covenant requirements.I also had the opportunity to work directly with the CCO and the CLO to audit loan files for compliance to bank requirements. Show less

  • Commercial Lending Officer

    Jul 2013 - Jul 2014

  • Credit Analyst

    May 2012 - Jul 2013

  • Teller

    May 2011 - May 2012
• 

  AXA Advisors

  Sept 2014 - Apr 2017

  Financial Professional
• 

  49 Financial at AXA Advisors

  Apr 2017 - Nov 2019

  49 Financial is a holistic financial planning firm assisting families and business owners in the fields of investment management, retirement planning, estate planning, and insurance.

  • Associate Partner

    Jun 2019 - Nov 2019

  • Senior Associate

    Jan 2018 - Jun 2019

  • Associate

    Apr 2017 - Jan 2018
• 

  49 Financial

  Nov 2019 - now

  • Market Vice President, Austin

    Jan 2024 - now

  • Vice President of Field Integration

    Jan 2023 - Feb 2024

  • Managing Partner - Austin, Texas

    Jan 2022 - Feb 2023

  • Senior Vice President & Partner

    Nov 2019 - Jan 2022