David Mann in

David Mann

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Associate Wealth Management Advisor at Northwestern Mutual
📍 Denver, Colorado, United States

David is an Associate Wealth Management Advisor at Northwestern Mutual with a diverse background that includes roles in operations and new business development. He holds Series 6 and 7 certifications and earned a degree in Marketing from Metropolitan State University of Denver.

He appears to be a supportive friend who takes an active interest in the ventures of those in his network, such as promoting a friends new business startup.

Unique fact: He transitioned his career from advertising and marketing into the financial services industry.

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Experience
12 Years
Current Role
Associate Wealth Management Advisor
Location
Denver, Colorado, 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

Wealth Management
His entire career at Northwestern Mutual has been dedicated to roles in financial advising and wealth management for clients.
Business Development
He has prior experience as a New Business Development Manager, indicating a skill set in growth and market expansion.
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Career

Work history

3-2022
Associate Wealth Management Advisor
Northwestern Mutual
11-2019 - 3-2022
Director Of Operations
Northwestern Mutual
7-2019 - 11-2019
New Business Development Manager
FIG Advertising + Marketing
1-2018 - 4-2019
Lead Advisor
Northwestern Mutual
5-2013 - 4-2019
Financial Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2010 - 2015
Marketing
Metropolitan State University of Denver
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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