Derick Liwanag, CRPC™ in

Derick Liwanag, CRPC™

Critic · DISC type C
Senior Vice President - Investment Officer at Wells Fargo 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.

Login to view overviewLogin to view overview
Experience
26 Years
Current Role
Senior Vice President - Investment Officer
Job Level
Leadership
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Derick shows up

ROI Driven
Negotiator
Objective Thinker

They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Derick cares about

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

Work history

4-2009
Senior Vice President - Investment Officer
Wells Fargo Advisors
10-2006 - 4-2009
Enrollment Director
Spread Trade Systems
3-1999 - 10-2006
Vice President of Marketing
Stake Center Locating
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1994 - 1995
Education details unavailable
Southwestern College
1993 - 1994
Prerequisites
Community College of Southern Nevada
1991 - 1993
Education details unavailable
Bonanza High School
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.

Other Wells Fargo Advisors 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 Derick. Free, 10 seconds.