Kelsey Goates, CFMP in

Kelsey Goates, CFMP

Critic · DISC type C
Vice President | Market Manager at TexasBank
📍 Stephenville, Texas, 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
11 Years
Current Role
Vice President | Market Manager
Job Level
Senior
Location
Stephenville, Texas, United States
Personality Overview

How Kelsey shows up

ROI Driven
Information Seeker
Precise

They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Kelsey cares about

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

Work history

7-2024
Vice President | Market Manager
TexasBank
6-2019 - 7-2024
Vice President Marketing & Human Resources
Wellington State Bank
12-2011 - 6-2018
Promotion Coordinator
J&L Marketing, Inc.
6-2013 - 3-2017
Lending Assistant
First Financial Bank Texas
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
5-2025 - 5-2027
Banking and Financial Support Services
SW Graduate School of Banking
2008 - 2012
Bachelors of Business Administration
Tarleton State University
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.

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