Howard Rodgers IV in

Howard Rodgers IV

Inquirer · DISC type cd
Vice President- Financial Consultant at Charles Schwab
📍 New Orleans, Louisiana, 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
20 Years
Current Role
Vice President- Financial Consultant
Job Level
Senior
Location
New Orleans, Louisiana, United States
Personality Overview

How Howard shows up

Hard To Convince
Judgemental
Demanding

They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Howard cares about

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

Work history

2-2022
Vice President- Financial Consultant
Charles Schwab
8-2017 - 2-2022
Vice President, Financial Advisor
Regions Investment Solutions
1-2010 - 5-2017
Financial Advisor
Raymond James
8-2007 - 6-2009
Mutual Fund Trade Specialist II
EDWARD JONES & COMPANY
5-2004 - 7-2007
Accounting Associate
CAPITAL ONE SOUTHCOAST INC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2004
Bachelor of Science
Xavier University of Louisiana New
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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