Gregory Rivas in

Gregory Rivas

Supporter · DISC type s
Vice President Financial Consultant at Charles Schwab
📍 San Antonio, Texas, 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
26 Years
Current Role
Vice President Financial Consultant
Job Level
Senior
Location
San Antonio, Texas, United States
Personality Overview

How Gregory shows up

Calm
Procedural
Slow To Decisions

They are motivated by the potential impact of their decision on the organization. They are unlikely to become strong champions as they don't prefer pushing other people. They maintain good relationships with everyone, internally and externally.

Priorities

Topics Gregory cares about

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

Work history

6-2022
Vice President Financial Consultant
Charles Schwab
8-2000 - 6-2022
Executive Director, Retirement Product Management
USAA
10-1998 - 7-2000
Fixed Income Counselor
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1993 - 1998
BA
Texas State University
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.

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