Eric Fenger, CIMA® in

Eric Fenger, CIMA®

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VP - Financial Consultant at Charles Schwab
📍 St. Petersburg, Florida, United States

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Experience
24 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
St. Petersburg, Florida, United States
Personality Overview

How Eric shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Eric cares about

Strategic Priorities
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Career

Work history

1-2023
VP - Financial Consultant
Charles Schwab
7-2021 - 10-2022
Portfolio Counselor
Fisher Investments
8-2020 - 11-2020
Regional Director, Pacific Coast
Swan Global Investments
10-2019 - 8-2020
Investment Consultant, Eastern Division
Swan Global Investments
4-2005 - 10-2019
Territory Specialist - NYSE Division
Franklin Templeton
In the press

Media appearances

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Education
1996 - 2000
Bachelor of Arts (B.A.)
Eckerd College
2006 - 2008
Master of Business Administration (MBA)
University of Tampa
2018 - 2018
Education details unavailable
Yale School of Management
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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