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Neilson Licos

Questioner · DISC type c
Financial Consultant Partner at Charles Schwab
📍 Newport Beach, 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
7 Years
Current Role
Financial Consultant Partner
Job Level
Middle
Location
Newport Beach, California, United States
Personality Overview

How Neilson shows up

Systematic
Not Easily Convinced
Price-Sensitive

They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Priorities

Topics Neilson cares about

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

Work history

8-2024
Financial Consultant Partner
Charles Schwab
8-2022 - 8-2024
Investment Consultant
Charles Schwab
5-2022 - 7-2022
Investor Development Team
Charles Schwab
2-2021 - 7-2022
Financial Consultant Academy
Charles Schwab
2-2022 - 6-2022
Pinnacle - High Net Worth Representative
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2019
Bachelor of Science - BS
University of Arizona, Eller College of Management
2011 - 2015
Education details unavailable
Bishop Gorman High School
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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