Charles Dickens IV in

Charles Dickens IV

Observer · DISC type ci
Director of Wealth Management at Strategy Financial Group
📍 Phoenix, Arizona, 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
9 Years
Current Role
Director of Wealth Management
Job Level
Mid-senior
Location
Phoenix, Arizona, United States
Personality Overview

How Charles shows up

Assertive
Example Seeker
Curious

They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

Priorities

Topics Charles cares about

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

Work history

12-2025
Director of Wealth Management
Strategy Financial Group
4-2024 - 11-2025
Sr. Market Development Manager
Cardone Ventures
3-2021 - 3-2024
Wealth Management Lead | CSM
Morgan Stanley
1-2019 - 3-2021
Client Relationship Associate
Vanguard
1-2017 - 1-2019
Ticket Operations Graduate Assistant
Arizona State University
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master's degree
Arizona State University
Bachelor’s Degree
Malone University
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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