Antonio R. Alves, MBA in

Antonio R. Alves, MBA

Inspirer · DISC type id
Vice President - Financial Consultant at Charles Schwab
📍 New York City Metropolitan Area, 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
New York City Metropolitan Area, United States
Personality Overview

How Antonio shows up

Decisive
Achievment Oriented
Confident & Optimistic

They respond well to objective pitches but also attach some value to relationships. They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Priorities

Topics Antonio cares about

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

Work history

1-2023
Vice President - Financial Consultant
Charles Schwab
2-2022 - 1-2023
Investment Consulant
Charles Schwab
9-2021 - 2-2022
Associate Financial Consultant
Charles Schwab
6-2019 - 9-2021
Client Service Manager
Wealth Enhancement Group
7-2017 - 6-2019
Licensed Relationship Manager
KeyBank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2019
Master of Business Administration (MBA)
Post University
2012 - 2016
Bachelor of Business Administration (B.B.A.)
Post University
2007 - 2009
Associate of Arts (A.A.)
University of Bridgeport
Social presence
in
Behavioral profile

DISC profile (public)

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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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