Erica Schoen in

Erica Schoen

Questioner · DISC type c
Sr. Finance Manager - Technology Finance at Wells Fargo
📍 Davidson, North Carolina, 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
15 Years
Current Role
Sr. Finance Manager - Technology Finance
Job Level
Middle
Location
Davidson, North Carolina, United States
Personality Overview

How Erica shows up

Systematic
Price-Sensitive
Value Seeker

They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Erica cares about

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

Work history

1-2025
Sr. Finance Manager - Technology Finance
Wells Fargo
10-2021 - 12-2024
Sr. Manager - FP&A
Silicon Valley Bank
10-2018 - 9-2021
FP&A Manager - Technology Finance
Bank of America
1-2017 - 10-2018
Sr Financial Analyst - GWIM FP&A
Bank of America
12-2014 - 1-2017
Sr Financial Analyst - Technology Forecasting
Bank of America
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2012
Masters
W. P. Carey School of Business – Arizona State University
1996 - 2000
BA
The Ohio State University
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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