Eric Haigh in

Eric Haigh

Evaluator · DISC type Dsc
Financial Consultant at Fidelity Investments
📍 Frisco, Texas, 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
7 Years
Current Role
Financial Consultant
Job Level
Middle
Location
Frisco, Texas, United States
Personality Overview

How Eric shows up

Quality Focused
Thorough Evaluator
Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Eric cares about

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

Work history

3-2024
Financial Consultant
Fidelity Investments
11-2021 - 3-2024
Investment Consultant
Fidelity Investments
8-2020 - 11-2021
Investment Solutions Representative
Fidelity Investments
9-2019 - 8-2020
Customer Relationship Advocate
Fidelity Investments
5-2018 - 8-2019
Financial Planning Intern
RAA - Financial Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2020
Master of Science - MS
Satish & Yasmin Gupta College of Business
2015 - 2019
Education details unavailable
The University of Dallas
2011 - 2015
High School
Centennial High School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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