Carla C. Vincent, CFP ®️ in

Carla C. Vincent, CFP ®️

Commander · DISC type D
Life Coach and Mentor at Carla Vincent Coaching
📍 Carmel, Indiana, 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.

Login to view overviewLogin to view overview
Experience
24 Years
Current Role
Life Coach and Mentor
Location
Carmel, Indiana, United States
Personality Overview

How Carla shows up

Candid & Clear
Decisive
Strong-Willed

They respond better to strong and respectful interactions. They like to act fast and expect others to do the same. They like to be in a position where they can control the conversation and terms.

Priorities

Topics Carla cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

6-2023
Life Coach and Mentor
Carla Vincent Coaching
10-2022 - 11-2023
Private Wealth Advisor
EnCompass Wealth Planning
11-2017 - 1-2022
Financial Advisor
Edward Jones
10-2017 - 11-2017
Trainee
Edward Jones
11-2013 - 8-2017
Financial Analyst
Virginia Mason Medical Center
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1991 - 1995
Bachelor of Arts
Saint Michael's College
2011 - 2013
Certficate
Bellevue College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Carla. Free, 10 seconds.