Matthew Pencer in

Matthew Pencer

Observer · DISC type ci
Financial Consultant Partner at Charles Schwab
📍 Cupertino, 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
17 Years
Current Role
Financial Consultant Partner
Job Level
Mid-senior
Location
Cupertino, California, United States
Personality Overview

How Matthew shows up

Curious
Assertive
Example Seeker

They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

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

10-2022
Financial Consultant Partner
Charles Schwab
6-2018 - 10-2022
Client Relationship Specialist
Charles Schwab
3-2012 - 5-2018
Server
The Mountain Winery
5-2008 - 5-2018
Surgical Instrument Repair
Pencer Instrument Care
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2018
Bachelor's degree
San José State University
2011 - 2015
Associate’s Degree
West Valley College
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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