Erik Larson in

Erik Larson

Observer · DISC type ci
Investment Consultant at Charles Schwab
📍 Denver 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.

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Experience
9 Years
Current Role
Investment Consultant
Job Level
Middle
Location
Denver Metropolitan Area, United States
Personality Overview

How Erik shows up

Curious
Value Driven
Assertive

They are generally good communicators and can be hard to convince. They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Priorities

Topics Erik cares about

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

Work history

10-2024
Investment Consultant
Charles Schwab
7-2022 - 10-2024
Senior Specialist, Partner Support
Charles Schwab
1-2022 - 7-2022
Financial Services Professional
Charles Schwab
8-2020 - 1-2022
Associate Financial Services Professional
Charles Schwab
8-2019 - 6-2020
Multiple Lines Representative
Travis Henderson State Farm
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2019
Education details unavailable
University of Northern Colorado
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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