Amanda Brooks, CFP® in

Amanda Brooks, CFP®

Activist · DISC type Cd
Benefits & Planning Consultant at Fidelity Investments
📍 Sterling, Virginia, 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
6 Years
Current Role
Benefits & Planning Consultant
Job Level
Middle
Location
Sterling, Virginia, United States
Personality Overview

How Amanda shows up

Logical And Quick
Value Conscious
Meticulous

They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Amanda cares about

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

Work history

2-2025
Benefits & Planning Consultant
Fidelity Investments
7-2023 - 1-2025
Workplace Planning Consultant III
Fidelity Investments
3-2023 - 7-2023
Workplace Planning Consultant II
Fidelity Investments
9-2022 - 3-2023
Workplace Planning Consultant I
Fidelity Investments
8-2021 - 9-2022
Customer Relationship Advocate
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2018
Bachelor's Degree
Harvard University
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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