Brendan Hughes, CFP® in

Brendan Hughes, CFP®

Sharpshooter · DISC type CD
VP Sr. Financial Consultant at Charles Schwab
📍 Washington DC-Baltimore 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
32 Years
Current Role
VP Sr. Financial Consultant
Job Level
Leadership
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Brendan shows up

Thorough Evaluator
Precise But Practical
ROI Driven

More than the product, they care about the impact of the product. They respond better to strong and respectful interactions. They prefer to be the ones controlling the conversation or defining the terms.

Priorities

Topics Brendan cares about

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

Work history

2009
VP Sr. Financial Consultant
Charles Schwab
2006 - 2009
Executive Vice President
Toth Financial Advisory Corporation
2000 - 2006
Vice President Senior Account Executive
Fidelity Investments
1993 - 1999
Financal Representative
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1982 - 1987
Bachelor of Science (B.S.)
Louisiana State University
Education details unavailable
Slidell High School, Slidell Louisiana
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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