Alfred Valencia CExP™ in

Alfred Valencia CExP™

Critic · DISC type C
Investment Advisor Representative at WestPac Wealth Partners
📍 Orange County, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
11 Years
Current Role
Investment Advisor Representative
Job Level
Junior
Location
Orange County, California, United States
Personality Overview

How Alfred shows up

Precise
Negotiator
ROI Driven

They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Alfred cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2014
Investment Advisor Representative
WestPac Wealth Partners
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education

Alfred has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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