David LaForest CTFA, MBA
4996 Main Street
Manchester Center, VT 05255
David serves as Regional Manager covering Southern Vermont, Springfield, Mass and NY’s Capital District. David joined CBNA in 2017 with the acquisition of Merchants Bank. Prior to joining Merchants Bank in 2011, David was a Senior Vice President and Regional Manager with People’s United Bank having worked there for 20 years.
Over the course of the 30 years, a few of David’s experiences are:
Award winning history of sales/retention throughout his career
Trust operations experience – Institutional Trust desk and Security Movement and Control desk
Created process and procedure for the Fiduciary Tax Department for Peoples United Bank (then Chittenden Bank) including developing an admin training program to standardize processing and reduce errors. Completed a similar process here at Community Bank.
Served on three different committees to implement core trust accounting system conversions and a variety of third party supporting fintech conversions.
Involved in creation of departmental budgeting, marketing campaigns, goal setting and strategic planning
David holds a CTFA (Certified Trust and Financial Advisor) designation from the American Bankers Association. He earned a Bachelor of Science in Business Administration degree from Castleton University and a MBA from University of Phoenix.