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Paul Davis

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Paul Davis

Vice President - Financial Consultant | Charles Schwab

Littleton, Colorado, United States

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Paul Davis

Summary

Paul Davis is a seasoned financial consultant with a strong background in depository banking. Currently serving as the VP - Financial Consultant at Charles Schwab, he has developed extensive expertise in managing client portfolios and providing tailored financial solutions. With a career that has progressed through various roles at Charles Schwab, including Investment Consultant and Senior Trading Specialist, Paul has demonstrated a commitment to professional growth and excellence in service delivery. He holds dual Bachelor's degrees in Business Management from Utah Valley University and Lees-McRae College. His experience also includes supervisory roles in credit unions, showcasing his leadership capabilities. Paul is based in Littleton, Colorado, and is passionate about leveraging financial knowledge to help clients achieve their financial goals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Paul Davis

Work Experience

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Vice President - Financial Consultant at

Charles Schwab

July 2023 - Present

💼

Investment Consultant at

Charles Schwab

January 2021 - July 2023

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Contact Center Supervisor at

Westerra Credit Union

January 2015 - September 2017

Paul Davis

Education

Utah Valley University, Bachelor Of Science (Bs)

January 1970 - January 1970

Lees-McRae College, Bachelor Of Science (Bs)

January 1970 - January 1970

Frequently Asked Questions about Paul Davis

What company does Paul Davis work for?

Paul Davis is a Vice President - Financial Consultant at Charles Schwab, a company specializing in Functions related to depository banking.

Where Paul Davis graduated from?

Paul Davis holds a degree in Business Management from Utah Valley University.

Who is Paul Davis?

Paul Davis is a seasoned financial consultant with a strong background in depository banking. Currently serving as the VP - Financial Consultant at Charles Schwab, he has developed extensive expertise in managing client portfolios and providing tailored financial solutions. With a career that has progressed through various roles at Charles Schwab, including Investment Consultant and Senior Trading Specialist, Paul has demonstrated a commitment to professional growth and excellence in service delivery. He holds dual Bachelor's degrees in Business Management from Utah Valley University and Lees-McRae College. His experience also includes supervisory roles in credit unions, showcasing his leadership capabilities. Paul is based in Littleton, Colorado, and is passionate about leveraging financial knowledge to help clients achieve their financial goals.

Paul`s contact details

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