Garrett Waltermire in

Garrett Waltermire

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VP - Financial Consultant at Charles Schwab
📍 United States

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Experience
8 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
United States
Personality Overview

How Garrett 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.

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Priorities

Topics Garrett cares about

Strategic Priorities
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Career

Work history

5-2021
VP - Financial Consultant
Charles Schwab
6-2019 - 5-2021
Financial Consultant Partner
Charles Schwab
7-2017 - 6-2019
Associate Financial Service Professional
Charles Schwab
5-2016 - 8-2016
Wealth Management Intern
Morgan Stanley
6-2015 - 7-2015
Planning Intern
Haddad Brands
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Finance
University of Colorado Boulder
2015 - 2015
Finance
Vesalius College
2009 - 2013
Education details unavailable
Rock Canyon High School
Social presence
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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.

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