Amanda Wiscomb, MBA, CFP® in

Amanda Wiscomb, MBA, CFP®

Critic · DISC type C
Vice President, Wealth Planner at Key Wealth at Key Wealth
📍 Salt Lake City, Utah, 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
16 Years
Current Role
Vice President, Wealth Planner at Key Wealth
Job Level
Senior
Location
Salt Lake City, Utah, United States
Personality Overview

How Amanda shows up

Objective Thinker
Negotiator
Precise

They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions. It is very likely that they will negotiate pricing or other important terms.

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

9-2022
Vice President, Wealth Planner at Key Wealth
Key Wealth
7-2021 - 9-2022
PBWM Premier Service Consultant
SVB Private
4-2014 - 7-2021
Practice Manager
Zions Bank
11-2008 - 4-2014
Private Banking Associate
Goldman Sachs
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
5-2023 - 3-2024
Financial Planning
NYU School of Professional Studies
2010 - 2011
Master of Business Administration (MBA)
Westminster University
2003 - 2007
Bachelor's degree
Westminster 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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