Kimberly Crespi, CFP® in

Kimberly Crespi, CFP®

Enthusiast · DISC type i
Vice President - Financial Consultant at Charles Schwab
📍 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
37 Years
Current Role
Vice President - Financial Consultant
Job Level
Senior
Location
United States
Personality Overview

How Kimberly shows up

Story Driven
Non-Confrontational
Consensus Focused

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

Priorities

Topics Kimberly cares about

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

Work history

4-2016
Vice President - Financial Consultant
Charles Schwab
4-2013 - 4-2016
Assistant Vice President, Financial Consultant
Citizens Investment Services
5-2006 - 4-2013
Senior Financial Advisor
Merrill Lynch
5-2004 - 4-2006
Sr. Vice President - Equity Sales Trader
Stanford Group Company
7-2002 - 5-2004
Director - Equity Sales & Trading
Blaylock & Partners
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 2000
Masters
Harvard University
1981 - 1985
BA
University of Massachusetts Amherst
1985
Bachelor of Arts
UNIVERSITY OF MASSACHUSSETTS/AMHERST
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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