Michael Culin, CEPA® Financial Advisor - Account VP - Wealth Management in

Michael Culin, CEPA® Financial Advisor - Account VP - Wealth Management

Organizer · DISC type Sd
Financial Advisor - Account Vice President - Wealth Management at UBS
📍 Dallas-Fort Worth Metroplex, 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.

Login to view overviewLogin to view overview
Experience
9 Years
Current Role
Financial Advisor - Account Vice President - Wealth Management
Job Level
Senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Michael shows up

Somewhat Formal
Pleasant
Strong-minded

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Michael cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

3-2016
Financial Advisor - Account Vice President - Wealth Management
UBS
6-2015 - 8-2015
Intern
UBS Financial Services, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2012 - 2015
BBA
Texas Christian University - M.J. Neeley School of Business
2011 - 2012
Education details unavailable
University of California, Berkeley
2007 - 2011
Education details unavailable
John Paul II High School
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other UBS Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Michael. Free, 10 seconds.