Brandon Rodriquez in

Brandon Rodriquez

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VP, Financial Consultant at Charles Schwab
📍 Dallas-Fort Worth Metroplex, 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.

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Experience
14 Years
Current Role
VP, Financial Consultant
Job Level
Senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Brandon shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brandon cares about

Strategic Priorities
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Career

Work history

3-2025
VP, Financial Consultant
Charles Schwab
7-2021 - 3-2025
Financial Consultant
Charles Schwab
7-2016 - 7-2021
Investment Consultant
Charles Schwab
9-2015 - 6-2016
Specialist, High Net Worth Representitive
Charles Schwab
10-2014 - 9-2015
Financial Services Professional- Stock Broker
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science - BS
Arizona State University
2010 - 2012
Small Business Management/ Entrepreneurship
Mesa Community College
2009 - 2010
Athletic Training/Trainer
Grand Canyon University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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