Paul Svendsen in

Paul Svendsen

Evaluator · DISC type CSD
Lead Wealth Manager at Black Diamond Financial, LLC
📍 Bend, Oregon, 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
23 Years
Current Role
Lead Wealth Manager
Job Level
Senior
Location
Bend, Oregon, United States
Personality Overview

How Paul shows up

Thorough Evaluator
Hard To Convince
Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Paul cares about

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

Work history

11-2016
Lead Wealth Manager
Black Diamond Financial, LLC
6-2021
Partner
Callan Accounting CPA & Advisors, LLC
6-2002
President
Axia Valuation LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1993
MBA
Portland State University - School of Business
Bachelor's degree
Portland State University - School of Business
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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