Matthew Vasquez in

Matthew Vasquez

Questioner · DISC type c
Sales Manager, RIA Custody at Betterment
📍 Fort Worth, 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
13 Years
Current Role
Sales Manager, RIA Custody
Job Level
Middle
Location
Fort Worth, Texas, United States
Personality Overview

How Matthew shows up

Not Easily Convinced
Systematic
Value Seeker

They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

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

1-2025
Sales Manager, RIA Custody
Betterment
9-2023 - 2-2025
Vice President of Business Development
TradePMR
4-2021 - 9-2023
RIA Sales Executive
Altruist
4-2019 - 4-2021
Strategic Relationship Manager, Sales
TD Ameritrade Institutional
12-2016 - 5-2019
Sr. Sales Specialist (Core)
TD Ameritrade Institutional
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2007
Bachelor's degree
Texas Tech 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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