Kevin Wessels in

Kevin Wessels

Critic · DISC type C
Financial Advisor at Mutual of Omaha
📍 Houston, 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
15 Years
Current Role
Financial Advisor
Location
Houston, Texas, United States
Personality Overview

How Kevin shows up

Objective Thinker
Precise
Information Seeker

They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Kevin cares about

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

Work history

5-2025
Financial Advisor
Mutual of Omaha
1-2020 - 4-2025
Founder & Chief Growth Officer
RevSherpas LLC
11-2017 - 4-2020
Sales Process Improvement Consultant
Fiserv
1-2014 - 11-2017
Global CRM Program Manager
MFS Investment Management
9-2010 - 12-2013
CRM Sales Solutions Consultant
Customer Effective
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Arts (B.A.)
Vanderbilt University
Master of Business Administration (MBA)
Saint Joseph's 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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