David McClanahan in

David McClanahan

Enthusiast · DISC type i
Regional Brokerage Manager, SVP at BOK Financial
📍 Dallas, Texas, United States

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.

Read the full overview →
Experience
27 Years
Current Role
Regional Brokerage Manager, SVP
Job Level
Leadership
Location
Dallas, Texas, United States
Personality Overview

How David shows up

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.


Priorities

Topics David cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor's Degree
San Jose State University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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