Laticia Bourne in

Laticia Bourne

Sharpshooter · DISC type CD
Investment Consultant at Charles Schwab
📍 New York, New York, 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
9 Years
Current Role
Investment Consultant
Job Level
Middle
Location
New York, New York, United States
Personality Overview

How Laticia shows up

Rigorous & Demanding
Thorough Evaluator
Fast But Analytical

They respond well to strong and respectful communication. More than the product, they care about the effectiveness of the product. They like to act fast and expect others to do the same.

Priorities

Topics Laticia cares about

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

Work history

8-2024
Investment Consultant
Charles Schwab
5-2023 - 8-2024
Client Relationship Specialist
Charles Schwab
8-2021 - 5-2023
Financial Consultant
Equitable Advisors
10-2019 - 8-2021
Relationship Banker - Small Business Specialist
JPMorgan Chase & Co.
9-2018 - 10-2019
Personal Banker
JPMorgan Chase & Co.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017
Bachelor of Applied Science - BASc
Brooklyn College
Accounting
Baruch College
Associate's degree
City Tech, CUNY
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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