Carolyn C. in

Carolyn C.

Sharpshooter · DISC type DC
Financial Consultant at Charles Schwab
📍 San Francisco, California, 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
12 Years
Current Role
Financial Consultant
Job Level
Mid-senior
Location
San Francisco, California, United States
Personality Overview

How Carolyn shows up

Thorough Evaluator
Fast But Analytical
Precise But Practical

They respond better to strong and respectful interactions. They are not focused on building rapport and relationships. They like to act fast and expect others to do the same.

Priorities

Topics Carolyn cares about

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

Work history

7-2021
Financial Consultant
Charles Schwab
2-2021 - 6-2021
Account Executive
PingPong
8-2020 - 1-2021
Financial Consultant Partner
Charles Schwab
6-2018 - 8-2020
Associate Financial Consultant
Charles Schwab
6-2015 - 6-2018
Registered Client Service Associate
Merrill Lynch Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Arts (B.A.)
UCLA
MSc
HKUST Business School
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.

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