David Bowman Email & Phone Number
Managing Director of Partnerships @ XY Planning Network
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David Bowman Location
- Yucca Valley, CA, US
David Bowman Work
- Managing Director of Partnerships @ (February 2026 - Present)
- Director of Partnerships @ (March 2023 - January 2026)
- Founder, Practice Management Coach @ (November 2015 - June 2024)
- Co-Founder, COO, Director of Advisor Success @ (February 2017 - March 2023)
- Co-Founder, Director of Advisor Success @ (January 2017 - March 2023)
- Contract Recruiter @ (November 2016 - July 2017)
- Associate Financial Advisor @ (July 2013 - November 2015)
- Financial Planning Assistant Intern @ (June 2012 - July 2013)
David Bowman Education
- The Ohio State University
Bachelors of Science (Human Ecology - Family Financial Services, CFP® Track)
2013
David Bowman Skills
- Microsoft Office
- Microsoft Word
- PowerPoint
- Research
- Marketing
- Microsoft Excel
- Regional Planning
- Strategic Financial Planning
- Strategy
- Policy Analysis
David Bowman Summary
- David Bowman, based in Yucca Valley, CA, US, is currently a Managing Director of Partnerships at XYPN. David Bowman brings experience from previous roles at XYPN, Outsourced Planning, LLC, College Aid Pro™ and Capstone College Partners. David Bowman holds a Bachelors of Science in Human Ecology - Family Financial Services, CFP® Track @ The Ohio State University. With a robust skill set that includes Microsoft Office, Microsoft Word, PowerPoint, Research, Marketing and more. David Bowman has 2 emails and 3 mobile phone numbers on RocketReach.
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