Brandon Summers
Login to view DISC.Brandon is a seasoned executive with over 20 years of experience leading wealth management, retirement services, and investment strategy. Currently an Executive Director at First Western Trust, he previously held key leadership roles at Goldman Sachs and Charles Schwab, focusing on fintech innovation. He holds both a BBA and an MBA from the University of Missouri-Kansas City.
Based on his education in Kansas City and his current work in the Boulder, Colorado area, Brandon likely appreciates the distinct cultures of both the Midwest and the Mountain West. He may enjoy outdoor activities synonymous with Colorado life or follow the regions professional sports teams.
Unique fact: While at Schwab, Brandon orchestrated a $10B trading event, capitalizing on strategic investments to significantly scale and optimize trading operations.
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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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