David Danvers, CFP® in

David Danvers, CFP®

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VP - Financial Consultant at Charles Schwab
📍 New York City Metropolitan Area, United States

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

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Current Role
VP - Financial Consultant
Location
New York City Metropolitan Area, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Strategic Priorities
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Career

Work history

2-2018 - 7-2025
VP - Financial Consultant
Charles Schwab
5-2016 - 1-2018
Associate Financial Consultant
Charles Schwab
12-2010 - 12-2014
Equity Group
SMBC Nikko Securities America
1-2005 - 3-2009
Director, Equity Sales
Mitsubishi UFJ Securities
3-2004 - 1-2005
Vice President
Capital Markets Board
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2-2017 - 10-2020
Financial Planning and Services
College for Financial Planning
1986 - 1990
BA
Union College
1985 - 1986
Education details unavailable
Northfield Mount Hermon
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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