Gregory Whitehead, CRPC®, CWS® in

Gregory Whitehead, CRPC®, CWS®

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Director - Wealth Management Consulting & Coaching at Charles Schwab
📍 Bridgewater, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
20 Years
Current Role
Director - Wealth Management Consulting & Coaching
Job Level
Mid-senior
Location
Bridgewater, New Jersey, United States
Personality Overview

How Gregory 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 Gregory cares about

Strategic Priorities
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Career

Work history

11-2021
Director - Wealth Management Consulting & Coaching
Charles Schwab
7-2020 - 11-2021
VP - Assistant Branch Manager
Charles Schwab
1-2020 - 7-2020
VP - Senior Financial Consultant
Charles Schwab
4-2014 - 12-2019
VP - Financial Consultant
Charles Schwab
4-2013 - 4-2014
Associate Financial Consultant
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2008
B.S.
Ithaca College
2000 - 2004
Highschool Diploma
Mendham High School
1997 - 2000
Education details unavailable
Black River Middle 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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