Corey P. in

Corey P.

Critic · DISC type C
Wealth Strategist at Crewe Advisors
📍 Salt Lake 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
11 Years
Current Role
Wealth Strategist
Job Level
Junior
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Corey shows up

Objective Thinker
ROI Driven
Information Seeker

They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Corey cares about

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

Work history

1-2025
Wealth Strategist
Crewe Advisors
7-2017
Attorney
Law Office of Corey Pederson
10-2023 - 1-2025
Strategic Planning Specialist
Olympus Wealth Management, LLC
6-2021 - 1-2024
Associate Strategic Planning Specialist
Olympus Wealth Management, LLC
8-2012 - 6-2021
Founder & Chairman YPO Next Generation Los Angeles
YPO - Young Presidents'​ Organization
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelors of Science in Business Administration and Minor in Sociology
Questrom School of Business, Boston University
Juris Doctor
Pepperdine Law
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.

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