Nicole Leatham in

Nicole Leatham

Questioner · DISC type c
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management
📍 Salt Lake City Metropolitan 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.

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Experience
23 Years
Current Role
Senior Financial Advisor, Vice President
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Nicole shows up

Not Easily Convinced
Cautious & Analytical
Systematic

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

Priorities

Topics Nicole cares about

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

Work history

9-2006 - 12-2019
Senior Financial Advisor, Vice President
Merrill Lynch Wealth Management
1-1998 - 8-2006
Homemaker
Homemaker
3-1996 - 1-1998
Cashpooling Project Analyst
Alcatel Telecom
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1988 - 1991
Bachelor's Degree
Vassar College
1983 - 1987
High School Diploma/GED
Alta 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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