Andrea Stewart, CRPC in

Andrea Stewart, CRPC

Examiner · DISC type cs
Registered Representative at First Citizens Investor Services
📍 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
Registered Representative
Job Level
Junior
Location
United States
Personality Overview

How Andrea shows up

Process Oriented
Overcautious
Tough To Convince

Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Andrea cares about

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

Work history

12-2022
Registered Representative
First Citizens Investor Services
2-2021
Sr Financial Service Representative-Licensed Banker
First Citizens Bank
2-2020
Transaction Coordinator
Carolina Commercial
10-2019 - 2-2020
Banker
PNC
2-2014 - 8-2019
Personal Banker
Calumet Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008
Bachelor of Business Administration - BBA
Troy 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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