David Bernstein

David Bernstein is an accomplished financial professional with extensive experience in various roles within finance and project management. Currently serving as Vice President - Senior Financial Consultant at Charles Schwab since September 2009, David has a strong background in client relations and business development. Prior positions include Financial Advisor roles at MassMutual Financial Group and UBS Financial Services, where David focused on analyzing clients' financial needs and developing acquisition strategies. Earlier experience includes project management and network analysis at Vartec Telecom and Excel Telecommunications. David holds an MBA in International Management from The University of Texas at Dallas and a BS in American Studies from Georgetown University, along with participation in the Leadership Oklahoma City program.