David Rosensweet in

David Rosensweet

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Financial Consultant, VP at Charles Schwab
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
26 Years
Current Role
Financial Consultant, VP
Job Level
Senior
Location
New York, New York, 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

Strategic Priorities
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Career

Work history

12-2015
Financial Consultant, VP
Charles Schwab
8-2013 - 8-2015
Senior Vice President
Ladenburg Thalmann
6-2010 - 8-2013
Institutional Consultant
AllianceBernstein
6-2007 - 2-2010
Regional Vice President
Touchstone Investments
6-2006 - 6-2007
Consultant
Cohen & Steers
In the press

Media appearances

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Education
8-2010 - 6-2013
Master of Business Administration - MBA
Zicklin School of Business
10-2008 - 10-2008
IMCA: Certified Investment Management Analyst Program
University of Pennsylvania
7-1994 - 6-1998
Bachelor's degree - Cum Laude
Binghamton University
Social presence
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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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