Kade Vasi, CIMA®, CPWA®, CEPA® in

Kade Vasi, CIMA®, CPWA®, CEPA®

Examiner · DISC type sc
Investment Consultant at Clark Capital Management Group
📍 Denver, Colorado, 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
13 Years
Current Role
Investment Consultant
Job Level
Mid-senior
Location
Denver, Colorado, United States
Personality Overview

How Kade shows up

Unexpressive
Status Quo Seeker
Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Kade 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

1-2021
Investment Consultant
Clark Capital Management Group
2019 - 2021
Vice President, Senior Advisor Consultant
Invesco US
2018 - 2019
Vice President, Senior Advisor Consultant
OppenheimerFunds
2016 - 2018
Regional Advisor Consultant
OppenheimerFunds
2015 - 2016
Financial Services Representative
MetLife Premier Client Group of New York City, an Office of MetLife
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
Bachelor of Science (B.S.)
Penn State University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other Clark Capital Management Group 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 Kade. Free, 10 seconds.