Michael Wapner in

Michael Wapner

Inquirer · DISC type dc
Financial Advisor at BlueLake Wealth Advisors
📍 Greater Chicago Area, 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
43 Years
Current Role
Financial Advisor
Job Level
Senior
Location
Greater Chicago Area, United States
Personality Overview

How Michael shows up

Demanding
Judgemental
Upfront

They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Priorities

Topics Michael cares about

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

Work history

3-2017
Financial Advisor
BlueLake Wealth Advisors
2009 - 2016
Principal
Utopia Green Consulting
2007 - 2009
Director of Finance and Operations
Midwest Energy Efficiency Alliance
2001 - 2013
President and General Manager
Park Check Cashers, Inc.
1999 - 2001
Director, Solutions Marketing
Motorola, Global Telecom Solutions Sector
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1986 - 1988
MBA
Northwestern University - Kellogg School of Management
2016 - 2018
Financial Planning Certificate Program
DePaul University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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