David joined Templar in late 2013 after a successful 22 year career in investment banking. David coaches at all levels, across multiple product lines for a broad range of financial institutions. His resume includes work for Morgan Stanley, Citi, Bank of America Merrill Lynch, UBS, Jefferies, Aberdeen Asset Management, Schroder Investment Management, Standard Chartered, BlackRock, AHL, PCCW and HSBC. David has extensive experience in Japan and uses both English and Japanese to coach.
Over his 22 year career in investment banking, David specialized in institutional equity research sales, equity research product management and institutional account management and worked at a number of leading international and Asian banks, including nine years at Baring Securities, eleven years at Merrill Lynch and latterly, two years at Nomura International. He has a deep knowledge of Asian financial markets and a broad understanding of the cultural diversity in Asia. His career has seen him posted to Australia, Japan, Singapore and Hong Kong.
David is a graduate of Monash University (Indonesian and Japanese languages), has a Kaplan post-graduate diploma in financial planning and applied finance and is MBTI certified.