Jonathan Geiger in

Jonathan Geiger

Critic · DISC type C
VP - Financial Consultant at Charles Schwab
📍 Brooklyn, New York, 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
29 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Brooklyn, New York, United States
Personality Overview

How Jonathan shows up

Negotiator
Precise
Critic

They like to do things independently and don’t look for support from others. It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics Jonathan cares about

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

Work history

10-2010
VP - Financial Consultant
Charles Schwab
6-2010 - 10-2010
Regional Marketing Consultant-Contractor
Tortoise Capital Advisors
1-2004 - 8-2009
Wholesaler, Vice President, Regional Manager
JP Morgan Asset Management
11-1997 - 12-2003
Internal Wholesaler, Associate
JP Morgan Asset Managent
5-1996 - 11-1997
Broker Dealer Representative
Seligman Data Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1986 - 1990
BA
Frostburg State University
1982 - 1986
Education details unavailable
Pikesville High School
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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