David Jaeger, MBA, CWS® in

David Jaeger, MBA, CWS®

Examiner · DISC type cs
Private Bank Relationship Manager, VP Key Private Bank at Key Private Bank
📍 New York City Metropolitan Area, United States

David is a Vice President and Private Bank Relationship Manager at Key Private Bank, specializing in business development and establishing sustainable client relationships. A Certified Wealth Strategist® with an MBA from the University of New Haven, he is described by others as a hardworking and confident problem-solver who makes sound business decisions.

He is deeply involved in his community, having been appointed by the Mayor as a Commissioner for the Norwalk Transit District and previously serving as a Norwalk Councilman. A fan of UCONN basketball, he also enjoys spending quality time with his family, such as taking father-son trips.

Unique fact: He was appointed by the Mayor of Norwalk, CT to serve as a Commissioner for the citys transit district.

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Experience
22 Years
Current Role
Private Bank Relationship Manager, VP Key Private Bank
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How David shows up

Status Quo Seeker
Tough To Convince
Unexpressive

They are thorough and always follow a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics David cares about

Wealth Strategy
He is a Certified Wealth Strategist® and his career is focused on private banking and wealth management for clients.
Community & Civic Duty
Serves as a Mayoral-appointed Commissioner for the Norwalk Transit District and was previously a Norwalk Councilman.
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Career

Work history

10-2021
Private Bank Relationship Manager, VP Key Private Bank
Key Private Bank
12-2019
Commissioner (Volunteer)
Norwalk Transit District
4-2015 - 10-2021
Private Banker, Vice President
People's United Bank, N.A.
1-2013 - 4-2015
Associate Private Banker, Assistant Vice President
People's United Bank, N.A.
2010 - 1-2013
Ambassador (Volunteer)
Greenwich Chamber of Commerce
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2007 - 2009
MBA
University of New Haven
1998 - 2002
BS
Sacred Heart University
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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