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Paul Davis
Paul Davis
Vice President - Financial Consultant | Charles Schwab
Littleton, Colorado, United States
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.
Paul Davis
Work Experience
Vice President - Financial Consultant at
Charles Schwab
July 2023 - Present
Investment Consultant at
Charles Schwab
January 2021 - July 2023
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
Colleagues
VP; Financial Consultant
Vice President
Vice President
Sr. Director-Platform Delivery and Operations
Vice President Financial Consultant
Vp - Financial Consultant
Vice President
Associate Financial Service Professional
Community Leadership Board Member
Vice President