Wilma Otero
David B. Philion
Officer
David Philion is a private wealth underwriter II at CIBC Private Wealth, with over five years of industry experience. In this role, he is responsible for credit underwriting for Private Wealth Management personal bankers. He is also responsible for structuring and reviewing updated financials while providing insight on loan renewals and reviews.
Prior to joining the firm, David served as a commercial credit risk analyst and portfolio manager at Fifth Third Bank.
David earned a Bachelor of Arts degree in finance from Grand Valley State University.
Representing CIBC Bank USA.
Latest financial insights & resources
CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.