Carrie Hulen  CRPC™, ADPA™ in

Carrie Hulen CRPC™, ADPA™

Examiner · DISC type cs
Partner, Co-Founder, Financial Consultant at Capstan Financial Consulting Group
📍 Sarasota, Florida, 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
33 Years
Current Role
Partner, Co-Founder, Financial Consultant
Job Level
Leadership
Location
Sarasota, Florida, United States
Personality Overview

How Carrie shows up

Late Adopter
Tough To Convince
Process Oriented

They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise. Being observant comes to them naturally.

Priorities

Topics Carrie cares about

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

Work history

5-2010
Partner, Co-Founder, Financial Consultant
Capstan Financial Consulting Group
3-2002 - 5-2010
Vice President/Financial Advisor
Bank of America Investments/ Merrill Lynch
9-1992 - 3-2002
VP/Financial Advisor
PaineWebber
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991 - 1996
Finance
University of Missouri-Saint Louis
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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