Chris Smith, CFA in

Chris Smith, CFA

Examiner · DISC type sc
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.

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Experience
9 Years
Current Role
Financial Consultant
Job Level
Middle
Location
Bethesda, Maryland, United States
Personality Overview

How Chris shows up

Overcautious
Late Adopter
Tough To Convince

The only way to convince them is by showing them examples and ample proof. 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.

Priorities

Topics Chris cares about

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

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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