Colleen M Stevens in

Colleen M Stevens

Login to view DISC.
Financial Adviser at Eagle Strategies, LLC
📍 Spokane, Washington, 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
40 Years
Current Role
Financial Adviser
Location
Spokane, Washington, United States
Personality Overview

How Colleen 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 Colleen cares about

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

Work history

9-1994
Financial Adviser
Eagle Strategies, LLC
9-1985
Agent
New York Life Insurance Company
9-1985
Financial Services Professional
NYLIFE Securities LLC
1985
Financial Adviser
Colleen M Stevens Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
Life Underwriter Training Council Fellow
The American College
Chartered Financial Consultant
The American College
Chartered Life Consultant
The American 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 Eagle Strategies, LLC 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 Colleen. Free, 10 seconds.