David Puopolo, Cfp®, Mba
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David Puopolo, Cfp®, Mba Email & Phone Number

Managing Director - Wealth & Asset Management Solutions at Charles Schwab
Location: Boston, Massachusetts, United States 3 work roles 2 schools
1 work email found @schwab.com 2 phones found area 866 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email d****@schwab.com
Direct phone (866) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
Managing Director - Wealth & Asset Management Solutions
Location
Boston, Massachusetts, United States
Company size
20505 employees

Who is David Puopolo, Cfp®, Mba? Overview

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Quick answer

David Puopolo, Cfp®, Mba is listed as Managing Director - Wealth & Asset Management Solutions at Charles Schwab, a with 20505 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 866, and a matched LinkedIn profile for David Puopolo, Cfp®, Mba.

David Puopolo, Cfp®, Mba previously worked as Managing Director - Wealth and Asset Management Solutions at Charles Schwab and Managing Director - Client Portfolio Management at Charles Schwab Investment Management. David Puopolo, Cfp®, Mba holds Bachelor Of Applied Science (Basc), Finance And Financial Management Services from Babson College.

Company email context

Email format at Charles Schwab

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*@schwab.com
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AeroLeads found 1 current-domain work email signal for David Puopolo, Cfp®, Mba. Compare company email patterns before reaching out.

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Profile bio

About David Puopolo, Cfp®, Mba

David Puopolo, Cfp®, Mba is a Managing Director - Wealth & Asset Management Solutions at Charles Schwab.

Current workplace

David Puopolo, Cfp®, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Charles Schwab
Charles Schwab
Managing Director - Wealth & Asset Management Solutions
san francisco, california, united states
Website
schwab.com
Employees
20505
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Company profile
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3 roles

David Puopolo, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Managing Director - Wealth And Asset Management Solutions

Current
Charles Schwab

Boston, Massachusetts, United States

Jan 2023 - Present

Managing Director - Client Portfolio Management

Charles Schwab Investment Management

Boston, Ma

Mar 2019 - Jan 2023

Vice President & Branch Manager

Charles Schwab

Greater Boston Area

Feb 1992 - Mar 2019
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

KF Keith Fogle Keith Fogle Colleague at Charles SchwabAustin, Texas, United States View → RH Roberto Hernandez Roberto Hernandez Colleague at Charles SchwabEl Paso, Texas, United States View → PM Parker Marschel Parker Marschel Colleague at Charles SchwabScottsdale, Arizona, United States View → PM Pranab Mukherjee Pranab Mukherjee Colleague at Charles SchwabPleasanton, California, United States View → HN Hieu Nguyen Hieu Nguyen Colleague at Charles SchwabOrlando, Florida, United States View → CS Carlos Sotelo Carlos Sotelo Colleague at Charles SchwabGreater Chicago Area, United States View → BS Brian Simpson Brian Simpson Colleague at Charles SchwabSpokane, Washington, United States View → ER Evan Roberts Evan Roberts Colleague at Charles SchwabMetro Jacksonville, United States View → AM Andre Merlino Andre Merlino Colleague at Charles SchwabUnited States View → MW Mark Wittenstein Mark Wittenstein Colleague at Charles SchwabGreater Philadelphia, United States View →
2 education records

David Puopolo, Cfp®, Mba education

Bachelor Of Applied Science (Basc), Finance And Financial Management Services

Babson College

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Boston University
FAQ

Frequently asked questions about David Puopolo, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does David Puopolo, Cfp®, Mba work for?

David Puopolo, Cfp®, Mba works for Charles Schwab.

What is David Puopolo, Cfp®, Mba's role at Charles Schwab?

David Puopolo, Cfp®, Mba is listed as Managing Director - Wealth & Asset Management Solutions at Charles Schwab.

What is David Puopolo, Cfp®, Mba's email address?

AeroLeads has found 1 work email signal at @schwab.com for David Puopolo, Cfp®, Mba at Charles Schwab.

What is David Puopolo, Cfp®, Mba's phone number?

AeroLeads has found 2 phone signal(s) with area code 866 for David Puopolo, Cfp®, Mba at Charles Schwab.

Where is David Puopolo, Cfp®, Mba based?

David Puopolo, Cfp®, Mba is based in Boston, Massachusetts, United States while working with Charles Schwab.

What companies has David Puopolo, Cfp®, Mba worked for?

David Puopolo, Cfp®, Mba has worked for Charles Schwab and Charles Schwab Investment Management.

Who are David Puopolo, Cfp®, Mba's colleagues at Charles Schwab?

David Puopolo, Cfp®, Mba's colleagues at Charles Schwab include Keith Fogle, Roberto Hernandez, Parker Marschel, Pranab Mukherjee, and Hieu Nguyen.

How can I contact David Puopolo, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for David Puopolo, Cfp®, Mba at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did David Puopolo, Cfp®, Mba attend?

David Puopolo, Cfp®, Mba holds Bachelor Of Applied Science (Basc), Finance And Financial Management Services from Babson College.

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