Daniel Thompson in

Daniel Thompson

Questioner · DISC type c
President & CEO at Zenith Private Bank & Trust
📍 Scottsdale, Arizona, 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
35 Years
Current Role
President & CEO
Job Level
Leadership
Location
Scottsdale, Arizona, United States
Personality Overview

How Daniel shows up

Cautious & Analytical
Value Seeker
Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions. They prefer to analyze every situation thoroughly.


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

10-2023
President & CEO
Zenith Private Bank & Trust
2-2022
President & CEO
Zenith Wealth Advisors
1990
Board of Directors
Boys & Girls Clubs of Greater Scottsdale
8-2021 - 2-2022
President
to be determined
7-2004 - 8-2021
Regional President
First Western Trust
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Finance
University of Arizona
CFP
College for Financial Planning
Education details unavailable
Amphitheater High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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