Matthew Crider CFP®, MBA in

Matthew Crider CFP®, MBA

Critic · DISC type C
Financial Advisor at Global View Investment Advisors
📍 Greenville, South Carolina, 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
12 Years
Current Role
Financial Advisor
Location
Greenville, South Carolina, United States
Personality Overview

How Matthew shows up

ROI Driven
Information Seeker
Critic

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

Priorities

Topics Matthew cares about

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

Work history

5-2021
Financial Advisor
Global View Investment Advisors
1-2019 - 1-2020
Financial Advisor
MassMutual
4-2016 - 5-2018
Financial Consultant
Fidelity Investments
3-2015 - 4-2016
Investment Consultant
Fidelity Investments
6-2011 - 3-2015
Senior Relationship Manager
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2017
Master of Business Administration (M.B.A.)
Clemson University MBA Programs
2017 - 2018
CERTIFIED FINANCIAL PLANNER™ Education Requirements
College for Financial Planning
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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