Heather Krause, AIF® in

Heather Krause, AIF®

Enigma · DISC type idc
Managing Director - Branch Director, Accredited Investment Fiduciary® (AIF®) at RBC Wealth Management
📍 Seattle, Washington, 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
33 Years
Current Role
Managing Director - Branch Director, Accredited Investment Fiduciary® (AIF®)
Job Level
Mid-senior
Location
Seattle, Washington, United States
Personality Overview

How Heather shows up

Challenger
Fast Follower
Hard To Convince

They can sound friendly and charming but can quickly change gears to become inquisitive and probing They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Priorities

Topics Heather cares about

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

Work history

11-2023
Managing Director - Branch Director, Accredited Investment Fiduciary® (AIF®)
RBC Wealth Management
11-2016 - 11-2023
Senior Vice President - Financial Advisor, Assistant Branch Director, Consulting Group
RBC Wealth Management
10-2009 - 11-2016
First Vice President - Financial Advisor, Consulting Group
RBC Wealth Management
2017
Advisory Board
Boyer Childrens Clinic
2013 - 2017
Board of Directors
Boyer Childrens Clinic
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 1998
MS
University of Washington
1988 - 1992
BS
Lafayette College
1984 - 1988
Education details unavailable
Franklin High School
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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