Dylan Olsen in

Dylan Olsen

Editor · DISC type CS
Financial Consultant Partner at Charles Schwab
📍 Omaha 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.

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Experience
5 Years
Current Role
Financial Consultant Partner
Location
Omaha Metropolitan Area, United States
Personality Overview

How Dylan shows up

Fact-Driven
Objective Thinker
Late Adopter

They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Priorities

Topics Dylan cares about

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

Work history

10-2024
Financial Consultant Partner
Charles Schwab
9-2023 - 10-2024
Client Relationship Specialist
Charles Schwab
6-2020 - 10-2024
Business Owner
D&A Enterprises LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
3-2023 - 4-2023
Certification
Harvard Business School Online
6-2022 - 12-2022
Bootcamp
University of Minnesota
8-2016 - 5-2018
Associate of Arts and Sciences - AAS
Williston State College
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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