David Carroll in

David Carroll

Questioner · DISC type c
Complex COO at Equitable Advisors
📍 Bellevue, Washington, United States

David Carroll is the Complex Chief Operating Officer at Equitable Advisors, where he directs all administrative, financial, and operational activities for offices across six western states. His expertise includes strategic planning, project management, and human resources. He is a graduate of the University of Washington.

David has deep roots in the Pacific Northwest, having attended the University of Washington where he was a member of the Psi Upsilon fraternity. His professional interests include major regional companies such as Boeing, Amazon, and Microsoft, indicating a strong connection to the local business community.

Early in his career, David worked as a Bond Trader and Compliance Manager.

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Experience
30 Years
Current Role
Complex COO
Job Level
Leadership
Location
Bellevue, Washington, United States
Personality Overview

How David shows up

Systematic
Not Easily Convinced
Value Seeker

They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Priorities

Topics David cares about

Operational Efficiency
His roles at Equitable and AXA Advisors have consistently focused on improving branch processes to gain operating efficiency and effectiveness.
Team Development
He publicly celebrates the career progression of his team members, highlighting his commitment to mentorship and internal growth.
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Career

Work history

6-2021
Complex COO
Equitable Advisors
9-2020
Lead Manager, Branch Operations
Equitable Advisors
10-2000 - 9-2020
Operations Manager
AXA Advisors, LLC
10-2000 - 12-2004
Compliance Specialist
AXA Advisors, LLC
9-1995 - 9-2000
Bond Trader, Operations Manager
Interpacific Investors Services
In the press

Media appearances

David Carroll | Don O'Donnell, CLU - Equitable Advisors. Featured in PACNW Advisors
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Education
1990 - 1994
BA
University of Washington
1987 - 1990
HS
Franklin 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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