Jeannie Boh, CFP® in

Jeannie Boh, CFP®

Inquirer · DISC type cd
VP Financial Consultant at Charles Schwab
📍 Littleton, Colorado, 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
24 Years
Current Role
VP Financial Consultant
Job Level
Senior
Location
Littleton, Colorado, United States
Personality Overview

How Jeannie shows up

Demanding
Hard To Convince
ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Priorities

Topics Jeannie cares about

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

Work history

5-2019
VP Financial Consultant
Charles Schwab
5-2019
VP- Financial Consultant
Charles Schwab
4-2017 - 5-2019
Associate Private Client Advisor
Charles Schwab
2-2015
Sales Associate
Sur La Table
1-2001 - 9-2015
Owner/Manager of Human Resources
Players Bench
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1984 - 1988
Bachelor's Degree
Colorado College
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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