Clearview Correspondent Services

Clearview is experienced.

Clearview was established with the experienced professionals of Scott & Stringfellow’s clearing division. Today, our capabilities continue to grow with the addition of clearing industry veterans to our team. We are driven by the goal of meeting and exceeding the needs of correspondents. We have the talent and the experience to deliver.

Bill Robbins »
President & CEO

Roy Leslie »
Chief Operating Officer

Brian Aker »
Manager, Strategic Solutions Group

Tonya Belfield »
Division Manager

Jeff Catlett »
Division Manager

Dave Osborne »
Manager, Client Services Group

Doreen Thompson »
Senior Relationship Manager

Dave Osborne Photo

Dave Osborne, Manager, Client Services Group

Dave began his career in financial services in 1989 on the retail side of the business. He moved to Richmond in 1991 to join Wheat First Securities. He spent 17 years with the organization in various management roles including those of correspondent conversions, training, call center, statement and confirmation production, customer service, corporate support, and operations. In January 2008, Dave joined Clearview Correspondent Services as manager of the Client Services Group where he is responsible for correspondent conversions and the relationship management and client services team.

Dave is a graduate of Virginia Polytechnic Institute and State University in Blacksburg and holds a bachelor’s of science degree in finance. Dave holds Series 7 and 63 securities licenses. He is married and is the father of two children.

Email Dave Osborne • Phone 804.253.6482