Francesco Puopolo, CFP® in

Francesco Puopolo, CFP®

Login to view DISC.
VP - Financial Consultant at Charles Schwab
📍 Greater Boston, 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.

Login to view overview
Experience
14 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Greater Boston, United States
Personality Overview

How Francesco shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Francesco cares about

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

Work history

8-2023
VP - Financial Consultant
Charles Schwab
4-2022 - 8-2023
Investment Consultant
Charles Schwab
7-2021 - 4-2022
Wealth Client Consultant
Citizens Wealth Management
9-2020 - 7-2021
Premier Advisor, Officer
Citizens Wealth Management
9-2019 - 9-2020
Licensed Relationship Banker
Citizens Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2015 - 2019
BSBA
Suffolk University
2011 - 2015
Diploma
Malden Catholic
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Charles Schwab Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Francesco. Free, 10 seconds.