Joseph Opiela, CFA in

Joseph Opiela, CFA

Evaluator · DISC type DSC
Wealth Advisor │ VP of Strategic Partnerships at Schechter Wealth
📍 Detroit 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.

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Experience
14 Years
Current Role
Wealth Advisor │ VP of Strategic Partnerships
Job Level
Senior
Location
Detroit Metropolitan Area, United States
Personality Overview

How Joseph shows up

Thorough Evaluator
Fast But Analytical
Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Priorities

Topics Joseph cares about

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

Work history

1-2020
Wealth Advisor │ VP of Strategic Partnerships
Schechter Wealth
4-2015 - 12-2019
Senior Investment Analyst │ Manager
Schechter Wealth
1-2013 - 4-2015
Investment Analyst
Schechter Wealth
9-2011 - 8-2012
Fund Financial Analyst
Vanguard
9-2010 - 8-2011
Fund Financial Associate
Vanguard
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2010
BA
Michigan State University
2002 - 2006
Education details unavailable
Orchard Lake St. Mary's Preparatory
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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