Jesse Flinton, CFA
Financial Consultant at Charles Schwab
📍 Albany, New York Metropolitan Area, 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.
Experience
14 Years
Current Role
Financial Consultant
Job Level
Mid-senior
Location
Albany, New York Metropolitan Area, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Jesse cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
6-2022
Financial Consultant
Charles Schwab
9-2019 - 6-2022
Private Client Advisor
JPMorgan Chase Bank, N.A.
10-2016 - 9-2019
Financial Advisor
Citizens Investment Services
9-2010 - 10-2016
Financial Advisor
Merrill Lynch Wealth Management, Bank of America Corporation
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
Bachelor of Science
Empire State University
Social presence
Other Charles Schwab Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.