Chris Smith, CFA in

Chris Smith, CFA

Login to view DISC.
Financial Consultant at Fidelity Investments
📍 Bethesda, Maryland, 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
9 Years
Current Role
Financial Consultant
Job Level
Middle
Location
Bethesda, Maryland, United States
Personality Overview

How Chris 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 Chris cares about

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

Work history

1-2022
Financial Consultant
Fidelity Investments
6-2018 - 1-2022
Regional Vice President
ProShares
2-2017 - 6-2018
Regional Sales Specialist
Amundi Pioneer
7-2016 - 2-2017
Divisional Sales Associate
Amundi Pioneer
2-2015 - 5-2015
Legal Intern
Masferrer & Associates
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2012 - 2015
Doctor of Law (J.D.)
Northeastern University School of Law
2008 - 2012
Bachelor of Arts (B.A.)
Dickinson College
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.

Other Fidelity Investments Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

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