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David Rairden Cfp

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David Rairden Cfp

Vice President - Wealth Management Services | Destination Wealth Management

San Carlos, California, United States

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David Rairden Cfp

Summary

David Rairden is a seasoned Vice President in Wealth Management Services at Destination Wealth Management, bringing over two decades of experience in the financial services industry. With a strong background in depository banking, he has held key roles at notable institutions like USAA and Charles Schwab, where he excelled in client relationship management and financial advising. David is known for his ability to engage clients and inspire them to achieve their financial goals through comprehensive planning and personalized strategies. His expertise in managing significant investment portfolios and developing business through proactive outreach has consistently exceeded corporate retention goals. David holds a Bachelor of Arts in Economics from the University of California, Davis, which has equipped him with a solid foundation for his career in finance. He is passionate about leveraging technology to enhance client experiences and remains committed to continuous professional development. Outside of work, David is likely to be involved in community initiatives, reflecting his dedication to service and leadership.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

David Rairden Cfp

Work Experience

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Vice President - Wealth Management Services at

Destination Wealth Management

August 2017 - Present

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Wealth Manager at

USAA

June 2013 - July 2016

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Financial Consultant at

Charles Schwab

October 1996 - June 2013

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David Rairden Cfp

Education

University of California, Davis, Bachelor Of Arts (Ba)

Frequently Asked Questions about David Rairden Cfp

What is David Rairden Cfp email address?

David Rairden Cfp's primary email address is *****@destinationwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does David Rairden Cfp work for?

David Rairden Cfp is a Vice President - Wealth Management Services at Destination Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where David Rairden Cfp graduated from?

David Rairden Cfp holds a degree in Economics from University of California, Davis.

How can I directly contact David Rairden Cfp?

To contact David Rairden Cfp directly, you can use the email address *****@destinationwm.com. Complete contact information is available upon registration with Muraena.

Who is David Rairden Cfp?

David Rairden is a seasoned Vice President in Wealth Management Services at Destination Wealth Management, bringing over two decades of experience in the financial services industry. With a strong background in depository banking, he has held key roles at notable institutions like USAA and Charles Schwab, where he excelled in client relationship management and financial advising. David is known for his ability to engage clients and inspire them to achieve their financial goals through comprehensive planning and personalized strategies. His expertise in managing significant investment portfolios and developing business through proactive outreach has consistently exceeded corporate retention goals. David holds a Bachelor of Arts in Economics from the University of California, Davis, which has equipped him with a solid foundation for his career in finance. He is passionate about leveraging technology to enhance client experiences and remains committed to continuous professional development. Outside of work, David is likely to be involved in community initiatives, reflecting his dedication to service and leadership.

David`s contact details

mail

*****@destinationwm.com

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