Evan Papiez, CWS®, CRPS® in

Evan Papiez, CWS®, CRPS®

Questioner · DISC type c
VP - Corporate Financial Consultant at Charles Schwab
📍 Bellevue, Washington, 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
13 Years
Current Role
VP - Corporate Financial Consultant
Job Level
Senior
Location
Bellevue, Washington, United States
Personality Overview

How Evan shows up

Value Seeker
Price-Sensitive
Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Evan cares about

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

Work history

3-2023
VP - Corporate Financial Consultant
Charles Schwab
5-2018 - 3-2023
VP - Financial Consultant
Charles Schwab
4-2017 - 5-2018
Participant Account Executive
Mutual of America
11-2014 - 3-2017
Participant Account Representative
Mutual of America
4-2013 - 11-2014
Senior Correspondent
Mutual of America
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008 - 2012
Bachelor of Arts (B.A.)
University of Washington
2008 - 2012
Bachelor of Arts (B.A.)
University of Washington
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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