Bryan Carter, CFP® in

Bryan Carter, CFP®

Examiner · DISC type cs
Vice President, Financial Consultant at Charles Schwab
📍 Vienna, Virginia, 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
24 Years
Current Role
Vice President, Financial Consultant
Job Level
Senior
Location
Vienna, Virginia, United States
Personality Overview

How Bryan shows up

Status Quo Seeker
Process Oriented
Unexpressive

They are always well-planned and adopt a systematic approach. Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Bryan cares about

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

Work history

7-2022
Vice President, Financial Consultant
Charles Schwab
7-2018 - 6-2022
Vice President, Financial Consultant
Fidelity Investments
9-2011 - 7-2018
Financial Consultant
Fidelity Investments
9-2007 - 9-2011
Director, Sales/RM Business Management
Fidelity Investments
8-2005 - 9-2007
Assoc. Director of Compliance
St. John's University
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-1996 - 5-2000
Bachelor's degree
Syracuse University
8-2005 - 9-2007
MBA
St. John's University, The Peter J. Tobin College of Business
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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