Cleo Chang in

Cleo Chang

Examiner · DISC type sc
Chief Investment Solutions Officer at American Century Investments
📍 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
24 Years
Current Role
Chief Investment Solutions Officer
Job Level
Leadership
Location
United States
Personality Overview

How Cleo shows up

Late Adopter
Process Oriented
Unexpressive

They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Cleo cares about

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

Work history

11-2022
Chief Investment Solutions Officer
American Century Investments
5-2015 - 11-2022
SVP / Head of Investment Solutions
American Century Investments
1-2005 - 4-2015
Chief Investment Officer / Managing Director
Wilshire Associates
1-2001 - 7-2003
Portfolio Manager / Investment Strategist
myCFO
7-1999 - 12-2000
Manager Research Analyst
Asset Strategy Consulting
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
MBA
USC Marshall School of Business
Education details unavailable
University of California, Berkeley
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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