Chris Wright, CFP® in

Chris Wright, CFP®

Examiner · DISC type cs
External Sales Executive at Vanguard - Wires at Vanguard
📍 Houston, Texas, 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 overviewLogin to view overview
Current Role
External Sales Executive at Vanguard - Wires
Location
Houston, Texas, United States
Personality Overview

How Chris shows up

Late Adopter
Overcautious
Unexpressive

They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Chris cares about

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

Work history

11-2022
External Sales Executive at Vanguard - Wires
Vanguard
2-2021 - 11-2022
Regional Sales Executive
Vanguard
8-2017 - 2-2021
Senior Internal Sales Consultant in Vanguard Financial Advisor Services
Vanguard
10-2015 - 8-2017
Senior Financial Advisor
Vanguard
11-2012 - 9-2015
Financial Planner
Vanguard
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
10-2023
CIMA Certification Coursework
Yale School of Management
Master of Arts (M.A.)
Temple University
Bachelor of Arts - BA
The College of Wooster
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.

Other Vanguard 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.