Marshall Scott Owens, CFP® in

Marshall Scott Owens, CFP®

Energizer · DISC type I
Vice President – Financial Consultant at Charles Schwab
📍 Austin, Texas, 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
15 Years
Current Role
Vice President – Financial Consultant
Job Level
Senior
Location
Austin, Texas, United States
Personality Overview

How Marshall shows up

Relationship Oriented
Enthusiastic
Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Priorities

Topics Marshall cares about

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

Work history

4-2021
Vice President – Financial Consultant
Charles Schwab
12-2018 - 4-2021
Vice President – Financial Consultant
Charles Schwab
7-2017 - 11-2018
Associate Financial Consultant
Charles Schwab
9-2012 - 6-2017
High Net-Worth Trading Specialist
Charles Schwab
8-2011 - 12-2011
Research Assistant
Texas Tech University
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2011
Bachelor of Science
Texas Tech University
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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