Mathias Picot in

Mathias Picot

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

How Mathias shows up

ROI Driven
Critic
Precise

They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Mathias cares about

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

Work history

7-2024
Vice President - Financial Consultant
Charles Schwab
11-2022 - 7-2024
Investment Consultant
Charles Schwab
3-2022 - 11-2022
Client Relationship Specialist
Charles Schwab
1-2022 - 3-2022
Relocation
Career Break
11-2020 - 12-2021
Financial Advisor
Crédit agricole Centre-est
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2017 - 9-2019
Master's degree
Université Jean Moulin (Lyon III)
9-2017 - 6-2018
Master's degree
University of California, Davis
8-2017 - 8-2017
Summer University Program
Canterbury Christ Church 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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