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David Van Osten, Cfp® Email & Phone Number

Vice President of Sales, Securities-Based Lending at Broadridge
Location: Greater Philadelphia, United States, United States 7 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Broadridge
Role
Vice President of Sales, Securities-Based Lending
Location
Greater Philadelphia, United States, United States
Company size
13 employees

Who is David Van Osten, Cfp®? Overview

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Quick answer

David Van Osten, Cfp® is listed as Vice President of Sales, Securities-Based Lending at Broadridge, a company with 13 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for David Van Osten, Cfp®.

David Van Osten, Cfp® previously worked as Regional Lending Manager at Advisor Credit Exchange and Senior Internal Sales Consultant at Vanguard. David Van Osten, Cfp® holds Bachelor Of Business Administration (B.B.A.), Marketing from La Salle University.

Company email context

Email format at Broadridge

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Broadridge

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Profile bio

About David Van Osten, Cfp®

Experienced Investment Consultant with a demonstrated history of working in the financial services industry. Skilled in Web Conferencing, Sales, Cold Calling, and Customer Relationship Management (CRM). Strong product management professional with a Bachelor of Business Administration (B.B.A.) focused in Marketing from La Salle University.

Current workplace

David Van Osten, Cfp®'s current company

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Broadridge
Broadridge
Vice President of Sales, Securities-Based Lending
Philadelphia, PA, US
Website
advisorcreditexchange.com
Employees
13
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Company profile
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7 roles

David Van Osten, Cfp® work experience

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

Vice President Of Sales, Securities-Based Lending

Broadridge

Philadelphia, PA, US

Senior Internal Sales Consultant

Vanguard

Malvern, Pennsylvania

Supporting RIA’s in IL, IN, & WI

Nov 2018 - Oct 2022

Internal Sales Consultant

Vanguard

Malvern, Pennsylvania

Sep 2017 - Nov 2018

Investment Consultant

Vanguard

Malvern, Pennsylvania

Nov 2015 - Sep 2017

Investment Specialist

Vanguard

Malvern, PA

Apr 2014 - Nov 2015
Team & coworkers

Colleagues at Broadridge

Other employees you can reach at advisorcreditexchange.com. View company contacts for 13 employees →

CC Cheryl Carreau Cheryl Carreau Colleague at BroadridgeCharlotte, North Carolina, United States, United States View → JC Jp Connellan Jp Connellan Colleague at BroadridgeNew York, New York, United States, United States View → FB Frank Brescia Frank Brescia Colleague at BroadridgeDowningtown, Pennsylvania, United States, United States View → BB Brett Barnes Brett Barnes Colleague at BroadridgeKansas City, Missouri, United States, United States View → RC Ryan Clay Ryan Clay Colleague at BroadridgeNew York City Metropolitan Area, United States View → SB Stuart Boline Stuart Boline Colleague at BroadridgeJacksonville, Florida, United States, United States View → JT Justin Taylor Justin Taylor Colleague at BroadridgeNew York City Metropolitan Area, United States View →
1 education record

David Van Osten, Cfp® education

FAQ

Frequently asked questions about David Van Osten, Cfp®

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

What company does David Van Osten, Cfp® work for?

David Van Osten, Cfp® works for Broadridge.

What is David Van Osten, Cfp®'s role at Broadridge?

David Van Osten, Cfp® is listed as Vice President of Sales, Securities-Based Lending at Broadridge.

Where is David Van Osten, Cfp® based?

David Van Osten, Cfp® is based in Greater Philadelphia, United States, United States while working with Broadridge.

What companies has David Van Osten, Cfp® worked for?

David Van Osten, Cfp® has worked for Broadridge, Advisor Credit Exchange, Vanguard, and Marlin Capital Solutions.

Who are David Van Osten, Cfp®'s colleagues at Broadridge?

David Van Osten, Cfp®'s colleagues at Broadridge include Cheryl Carreau, Jp Connellan, Frank Brescia, Brett Barnes, and Ryan Clay.

How can I contact David Van Osten, Cfp®?

You can use AeroLeads to view verified contact signals for David Van Osten, Cfp® at Broadridge, including work email, phone, and LinkedIn data when available.

What schools did David Van Osten, Cfp® attend?

David Van Osten, Cfp® holds Bachelor Of Business Administration (B.B.A.), Marketing from La Salle University.

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