Joseph Naclerio, CFP® in

Joseph Naclerio, CFP®

Researcher · DISC type Cs
VP, Senior Financial Consultant at Charles Schwab
📍 New York, 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.

Login to view overviewLogin to view overview
Experience
14 Years
Current Role
VP, Senior Financial Consultant
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Joseph shows up

Soft Communicator
ROI Seeker
Perfectionist

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Joseph cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

1-2022
VP, Senior Financial Consultant
Charles Schwab
3-2014
Senior Financial Consultant
TD Ameritrade
8-2013 - 3-2014
Business Development Specialist
TD Ameritrade
7-2012 - 8-2013
Client Service Specialist
TD Ameritrade
9-2010 - 7-2012
Licensed Banker
Astoria Federal Savings
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2005 - 2010
Bachelor of Science in Business Administration
Coastal Carolina University
Education details unavailable
Westhampton Beach 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.

Other Charles Schwab Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Joseph. Free, 10 seconds.