David Hellewell, CTFA
Vice President, Financial Consultant at Charles Schwab
📍 Santa Barbara, California, United States
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Experience
27 Years
Current Role
Vice President, Financial Consultant
Job Level
Senior
Location
Santa Barbara, California, United States
Personality Overview
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Priorities
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Strategic Priorities
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Career
Work history
8-2009
Vice President, Financial Consultant
Charles Schwab
2004 - 2009
Vice President, Sr. Account Executive
Fidelity Investments
2002 - 2004
Vice President, Wealth Management Advisor
Bank of the West
2000 - 2002
Vice President, Relationship Manager
Bank of America
1998 - 2000
Vice President, Trust & Investments
Montecito Bank & Trust
In the press
Media appearances
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Education
1981 - 1984
BA
Brigham Young University
Social presence
Other Charles Schwab Employees
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