David Benson in

David Benson

Observer · DISC type ic
Vice President of Investments at Elevation Point
📍 Greater Minneapolis-St. Paul Area, 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
22 Years
Current Role
Vice President of Investments
Job Level
Senior
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How David shows up

Value Driven
Example Seeker
Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation. They are generally strong communicators and are not easy to convince.

Priorities

Topics David cares about

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

Work history

6-2024
Vice President of Investments
Elevation Point
6-2021 - 6-2024
Vice President of Investments
Mount Yale Capital Group
5-2019 - 6-2021
Private Wealth Financial Consultant
Wells Fargo Advisors
8-2016 - 5-2019
Wealth Brokerage Services Financial Consultant
Wells Fargo Advisors
2-2008 - 8-2016
Regional Bank Private Banker
Wells Fargo Bank, N.A.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2002
Bachelor of Arts (B.A.)
Gustavus Adolphus College
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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