Lu Stone in

Lu Stone

Critic · DISC type C
Vice President -Financial Consultant at Charles Schwab
📍 Orange County, California, 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
14 Years
Current Role
Vice President -Financial Consultant
Job Level
Senior
Location
Orange County, California, United States
Personality Overview

How Lu shows up

Information Seeker
ROI Driven
Precise

They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Lu cares about

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

Work history

3-2021
Vice President -Financial Consultant
Charles Schwab
6-2019 - 3-2021
Financial Advisor
Merrill Lynch Wealth Management
8-2017 - 6-2019
Licensed Private Client Banker
JPMorgan Chase & Co.
4-2011 - 8-2017
Licensed Personal Banker
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2021 - 4-2023
Personal Financial Planning Certificate Program
UC Irvine
2006 - 2011
Bachelor's degree
University of Colorado
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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