Mark Wittleder, CFP®, CWS®, MBA in

Mark Wittleder, CFP®, CWS®, MBA

Critic · DISC type C
Wealth Advisor at Corient (Formerly Windsor Wealth Management) at Corient
📍 Fishers, Indiana, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
20 Years
Current Role
Wealth Advisor at Corient (Formerly Windsor Wealth Management)
Location
Fishers, Indiana, United States
Personality Overview

How Mark shows up

ROI Driven
Objective Thinker
Negotiator

They don’t appreciate bells and whistles unless backed by data. They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others.

Priorities

Topics Mark cares about

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

Work history

10-2023
Wealth Advisor at Corient (Formerly Windsor Wealth Management)
Corient
4-2023 - 10-2023
Senior Wealth Advisor
Windsor Wealth Management
9-2014 - 4-2023
Sr Manager, Wealth Advisor
Charles Schwab
1-2014 - 9-2014
Investment Consultant
Charles Schwab
3-2011 - 12-2013
Associate Portfolio Consultant
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2018
Master of Business Administration - MBA
Butler University - Lacy School of Business
2001 - 2005
Bachelor of Science (B.S.)
Indiana Wesleyan 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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