Graham M. Baxter in

Graham M. Baxter

Examiner · DISC type sc
Private Wealth Management Advisor at U.S. Bank
📍 Milwaukee, Wisconsin, 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 overviewLogin to view overview
Experience
11 Years
Current Role
Private Wealth Management Advisor
Location
Milwaukee, Wisconsin, United States
Personality Overview

How Graham shows up

Late Adopter
Overcautious
Tough To Convince

They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Graham cares about

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

Work history

5-2021
Private Wealth Management Advisor
U.S. Bank
12-2019 - 5-2021
Vice President Wealth Advisor
Johnson Financial Group
8-2017 - 11-2019
Vice President Wealth Services
Wintrust Financial Corporation
6-2012 - 5-2017
Associate Banking Advisor
Northern Trust Corporation
8-2015 - 11-2015
Rotational Leadership Development Program
Northern Trust Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2019 - 2021
Certificate
Northwestern University
2017 - 2018
Certified Wealth Strategist®
Cannon Financial Institute
2010 - 2011
MBA
University of Wisconsin-Whitewater
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other U.S. Bank Employees

Explore more public profiles from related professionals.

Kercedric Holley-Bell
Kercedric Holley-Bell
EVP & Group Head Corporate & Commercial Banking Customer Service and Support
U.S. Bank
 Fernando Mendoza
Fernando Mendoza
Chief Financial Playmaker
U.S. Bank
 Sebastian Paul
Sebastian Paul
Head of Technology - Merchant Payment Services (North America)
U.S. Bank
PF
Pat Farley
Vice President & District Manager
U.S. Bank

More profiles

Discover additional public profiles from our index.

Brenda Moore
Brenda Moore
Financial Wellness Counselor
American Airlines
 Donald States
Donald States
VP, Commercial Loan Officer
QNB Bank
 Patricia “Trish” Curtis
Patricia “Trish” Curtis
Vice President & BCM III
First Horizon Bank
 Nicholas Oliverson
Nicholas Oliverson
Client Relationship Consultant
U.S. Bank
Unlock the full playbookSee exactly how to sell to Graham. Free, 10 seconds.