Kristen Waggoner-Lierly in

Kristen Waggoner-Lierly

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VP- Financial Consultant at Charles Schwab
📍 Tulsa, Oklahoma, United States

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Experience
29 Years
Current Role
VP- Financial Consultant
Job Level
Senior
Location
Tulsa, Oklahoma, United States
Personality Overview

How Kristen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kristen cares about

Strategic Priorities
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Career

Work history

10-2021
VP- Financial Consultant
Charles Schwab
3-2021 - 10-2021
Associate Financial Consultant
Charles Schwab
1-2012 - 12-2020
Account Manager
Summit
6-2010 - 8-2011
Financial Advisor
Morgan Stanley Smith Barney
10-2006 - 6-2010
Sales
Vincent Anthony Jewelers
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 1999
Associate of Arts (AA)
Iowa Western Community College
1999 - 2001
Education details unavailable
Rhema Bible College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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