David McClanahan

Enthusiast
DISC Type : i

Regional Brokerage Manager, SVP at BOK Financial

Dallas, Texas, United States

Overview

David McClanahan is a Senior Vice President and Regional Brokerage Manager at BOK Financial, with extensive experience at firms like Citi and Wells Fargo. Described by colleagues as a knowledgeable and motivational leader, he holds a Bachelors Degree from San Jose State University and multiple securities licenses.

There is no publicly available information regarding Davids personal life or hobbies.

He holds a Texas Insurance License and has been a registered securities broker-dealer agent for over three decades.

Personality Overview

Consensus Focused

Non-Confrontational

Optimistic

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Wealth Management
His entire career, including leadership roles at BOK Financial, Citi, and Wells Fargo, has been focused on personal wealth management and brokerage services.
Leadership & Motivation
Recommendations highlight his skills as a "Solid leader" and "Proven motivator" who inspires people into action.
Financial Services Regulation
Holds numerous securities registrations, including Series 7, 9, 10, 24, and 63, indicating deep expertise in industry compliance and supervision.

Media Appearances

David has no verified media appearances

Work History

9-2024
Regional Brokerage Manager, SVP at BOK Financial
10-2021 - 4-2023
SVP, Wealth Group Leader at Citi Personal Wealth Management
3-2013 - 1-2020
Regional Brokerage Manager, SVP at Wells Fargo Advisors
5-2007 - 2-2013
Regional Sales Manager, VP at Bancwest Investment Services
2-2002 - 5-2007
Regional Sales Manager, VP at Atlas Securities / World Savings Bank

Education

Bachelor's Degree from San Jose State University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Dallas, Texas, United States Job Level : Leadership Designation : Regional Brokerage Manager, SVP at BOK Financial
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Avoid overloading them with too much information
  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from David

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can David take some risk or not?

  • They can take some low-probability risks if needed.

You And David

Personality Compatibility


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