Charles Herbert, CFP® in

Charles Herbert, CFP®

Login to view DISC.
Director of Sales and Marketing - Principal at Bradley, Foster & Sargent, Inc.
📍 Avon, Connecticut, 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 overview
Experience
29 Years
Current Role
Director of Sales and Marketing - Principal
Job Level
Senior
Location
Avon, Connecticut, United States
Personality Overview

How Charles shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Charles cares about

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

Work history

6-2003
Director of Sales and Marketing - Principal
Bradley, Foster & Sargent, Inc.
6-2003
Director of Sales and Marketing
Bradley, Foster & Sargent, Inc.
2000 - 2002
Regional Director
Russell Investments
1998 - 2000
Regional VP
Nicholas Applegate
1996 - 1998
Account Executive
CIGNA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2009 - 2011
MBA
California Lutheran University
1979 - 1982
B.S.
Rochester Institute of Technology
1977 - 1979
Education details unavailable
College of the Holy Cross
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

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