Andrew J. Wilhite, CFP® in

Andrew J. Wilhite, CFP®

Observer · DISC type ic
Vice President, Financial Consultant at Charles Schwab
📍 Mission Viejo, 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
8 Years
Current Role
Vice President, Financial Consultant
Job Level
Senior
Location
Mission Viejo, California, United States
Personality Overview

How Andrew shows up

Example Seeker
Curious
Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Priorities

Topics Andrew cares about

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

Work history

12-2021
Vice President, Financial Consultant
Charles Schwab
2-2021 - 12-2021
National Field Consultant
Charles Schwab
8-2018 - 2-2021
Trader, Options Specialist
Charles Schwab
11-2017 - 8-2018
Financial Services Representative
Charles Schwab
1-2017 - 8-2017
Legislative Assistant
Missouri House of Representatives
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2016
International Studies
University of Missouri-Columbia
3-2022 - 1-2023
CFP® Certification Professional Education Program
College for Financial Planning
2008 - 2012
International Studies
Christian Brothers College High School
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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