Benjamin Harvey
Login to view DISC.Benjamin is an Investment Consultant at Charles Schwab with experience working with high-net-worth investors and institutional money managers. A graduate of The University of Toledo, he holds FINRA Series 7 and Series 66 licenses and possesses a strong knowledge of financial markets, including stocks, bonds, and options.
He identifies as an active leader, a trait demonstrated through his college involvement in the Sigma Phi Epsilon fraternity, the Financial Management Association, and community initiatives like Pay it Forward and Relay for Life. He is eager to embrace new challenges and make a positive impact.
He is guided by the personal motto: "The only thing that overcomes hard luck is hard work. "
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Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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