Jeffrey Styer, CFP®, CIMA® in

Jeffrey Styer, CFP®, CIMA®

Activist · DISC type Cd
VP - Financial Consultant at Charles Schwab
📍 Miami, Florida, 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
VP - Financial Consultant
Job Level
Senior
Location
Miami, Florida, United States
Personality Overview

How Jeffrey shows up

Logical And Quick
Meticulous
Perfectionist

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. They care equally about the product and its potential impact.

Priorities

Topics Jeffrey cares about

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

Work history

12-2022
VP - Financial Consultant
Charles Schwab
4-2008 - 12-2022
Sr. Financial Consultant
TD Ameritrade
4-2006 - 3-2008
Investment Representative
Fidelity Investments
4-2005 - 3-2006
Financial Advisor
Morgan Stanley
1-2003 - 2-2005
Information Manager
Lockheed Martin
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Business Administration (MBA)
Florida International University
Executive Education
Yale School of Management
2021 - 2021
FinTech (online short course)
Harvard Online
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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