Alison Bowman in

Alison Bowman

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Investment Consultant at Charles Schwab
📍 Los Angeles, 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.

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Experience
3 Years
Current Role
Investment Consultant
Job Level
Junior
Location
Los Angeles, California, United States
Personality Overview

How Alison shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alison cares about

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

Work history

5-2025
Investment Consultant
Charles Schwab
7-2023 - 4-2025
Relationship Manager
Fidelity Investments
1-2023 - 7-2023
Financial Representative
Fidelity Investments
8-2021 - 12-2021
Medical Scribe
DeepScribe
5-2019 - 12-2019
Nursing Secretary
University of Rochester Medical Center
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
5-2022
Biology B.S
University of North Carolina at Chapel Hill
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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