Christopher Spango, CFP® in

Christopher Spango, CFP®

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VP - Financial Consultant at Charles Schwab
📍 New York City Metropolitan Area, 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.

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Experience
22 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Christopher 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.

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Priorities

Topics Christopher cares about

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

Work history

2-2019
VP - Financial Consultant
Charles Schwab
8-2015 - 2-2019
Financial Consultant
Fidelity Investments
3-2013 - 8-2015
Vice President - Private Client Advisor
J.P. Morgan
5-2012 - 3-2013
Vice President - Financial Advisor
HSBC
3-2009 - 4-2012
Finanacial Advisor
Morgan Stanley Smith Barney
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2005
Bachelor of Science - BS
City University of New York-College of Staten Island
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.

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