Erik Tena, CFP® in

Erik Tena, CFP®

Questioner · DISC type c
Head of Sales at Thyme (YC S24)
📍 San Francisco, California, 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
10 Years
Current Role
Head of Sales
Job Level
Mid-senior
Location
San Francisco, California, United States
Personality Overview

How Erik shows up

Value Seeker
Price-Sensitive
Systematic

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


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

3-2025
Head of Sales
Thyme (YC S24)
8-2023 - 8-2024
Wealth Planner, Private Client
Carson Wealth
8-2021 - 8-2023
Paraplanner
Carson Wealth
1-2021 - 8-2021
Rotational Intern
Carson Group
5-2020 - 1-2021
Investor Services Intern
TD Ameritrade
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2021
Bachelor of Science - BS
University of Nebraska at Omaha
2013 - 2017
High School Diploma
Schuyler Central High School
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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