Daniel Beck, CFA in

Daniel Beck, CFA

Go-getter · DISC type d
Financial Professional at Equitable Advisors
📍 San Francisco, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
24 Years
Current Role
Financial Professional
Location
San Francisco, California, United States
Personality Overview

How Daniel shows up

Decisive
Vision Oriented
Self-Confident

They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Daniel cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2020
Financial Professional
Equitable Advisors
3-2018 - 1-2023
Adjunct Professor of Finance
University of San Francisco
10-2013 - 2-2020
Review Course Instructor
CFA Society San Francisco
6-2016 - 1-2020
Financial Professional
AXA Advisors, LLC
6-2011 - 8-2015
Founder and Portfolio Manager
Beck Investment Partners
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2009
MBA
Harvard Business School
1999 - 1999
MA
University of Maryland
1995 - 1999
Bachelor of Science
United States Naval Academy
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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