Jordan Brown in

Jordan Brown

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VP Financial Consultant at Charles Schwab
📍 Charlotte, North Carolina, 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
6 Years
Current Role
VP Financial Consultant
Job Level
Senior
Location
Charlotte, North Carolina, United States
Personality Overview

How Jordan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jordan cares about

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

Work history

3-2025
VP Financial Consultant
Charles Schwab
10-2023 - 3-2025
Investment Consultant
Charles Schwab
9-2019
Executive Officer
Army National Guard
10-2021 - 10-2023
National Support Consultant
TD Ameritrade
9-2019 - 10-2021
Trader Team - Financial Services
TD Ameritrade
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2019
Bachelor of Business Administration
Southern Illinois University Edwardsville
8-2016 - 12-2019
Bachelors of Exercise Science
Southern Illinois University Edwardsville
2014 - 2016
Associate's degree
Lewis and Clark Community College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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