Jonathan Rodriguez in

Jonathan Rodriguez

Critic · DISC type C
VP, Financial Consultant at Charles Schwab
📍 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
VP, Financial Consultant
Job Level
Senior
Location
United States
Personality Overview

How Jonathan shows up

Critic
Negotiator
Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features. 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.

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

10-2024
VP, Financial Consultant
Charles Schwab
9-2023 - 10-2024
Senior Specialist
Charles Schwab
1-2022 - 9-2023
Sr Specialist, Relationship Manager II
TD Ameritrade Institutional
1-2021 - 1-2022
Relationship Manager II
TD Ameritrade Institutional
6-2019 - 1-2021
Relationship Manager I
TD Ameritrade Institutional
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015
Master of Business Administration (M.B.A.)
Baylor University - Hankamer School of Business
2002
B.A.
Brigham Young University
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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