Deana Carter, CLU, ChFC, CDFA, MBA in

Deana Carter, CLU, ChFC, CDFA, MBA

Critic · DISC type C
Vice President of Wealth Management at First American Trust
📍 Rancho Santa Fe, 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
33 Years
Current Role
Vice President of Wealth Management
Job Level
Senior
Location
Rancho Santa Fe, California, United States
Personality Overview

How Deana shows up

Precise
Information Seeker
ROI Driven

They are quite likely to negotiate on pricing or other key terms. They choose to analyze logically and value facts to emotions. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Deana cares about

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

Work history

8-2022
Vice President of Wealth Management
First American Trust
2-1998
Principal
Carter Financial
1992 - 2004
Advisor
Mohr Group
11-1992 - 2-1999
Senior Associate
The Mohr Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1-2021 - 8-2022
Master of Business Administration - MBA
Texas A&M University
1986 - 1988
Bachelor of Business Administration (B.B.A.)
University of San Diego
1985 - 1988
BBS
University of San Diego
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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