Katelyn Lee in

Katelyn Lee

Enthusiast · DISC type i
Financial Consultant Partner at Charles Schwab
📍 Alpharetta, Georgia, 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
5 Years
Current Role
Financial Consultant Partner
Location
Alpharetta, Georgia, United States
Personality Overview

How Katelyn shows up

Non-Confrontational
Story Driven
Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional.

Priorities

Topics Katelyn cares about

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

Work history

3-2025
Financial Consultant Partner
Charles Schwab
3-2024 - 3-2025
Financial Consulting Academy
Charles Schwab
8-2023 - 12-2023
Senior Staff and Office of Health Strategy and Coordination
Office of Governor Brian P. Kemp
1-2023 - 4-2023
Appropriations Committee Intern
Georgia General Assembly House Of Representatives
2-2022 - 6-2022
Assistant Account Manager
Business by the Book
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2023
Bachelor's degree
University of North Georgia
2014 - 2019
Education details unavailable
Landmark Christian School
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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