Colton Chapin in

Colton Chapin

Supporter · DISC type s
VP - Financial Consultant at Charles Schwab
📍 San Diego, California, 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
7 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
San Diego, California, United States
Personality Overview

How Colton shows up

Calm
Social Proof Driven
Procedural

They are unlikely to become strong champions as they don't prefer pushing other people. They usually go by the book, following all rules and procedures. Their motivation stems from the impact that their decisions can have on the organization.


Priorities

Topics Colton cares about

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

Work history

6-2024
VP - Financial Consultant
Charles Schwab
9-2022 - 6-2024
Investment Consultant
Charles Schwab
2-2021 - 9-2022
Financial Consultant Academy
Charles Schwab
2-2017 - 1-2020
University of Arkansas Football
University of Arkansas
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2020
Bachelor of Science - BS
University of Arkansas
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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