Paulette Callas in

Paulette Callas

Wildcard · DISC type sci
Managing Director, Senior Wealth Advisor at Truist Wealth
📍 Philadelphia, Pennsylvania, 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
31 Years
Current Role
Managing Director, Senior Wealth Advisor
Job Level
Senior
Location
Philadelphia, Pennsylvania, United States
Personality Overview

How Paulette shows up

Curious But Skeptical
ROI Driven
Requires Proof

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Priorities

Topics Paulette cares about

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

Work history

10-2024
Managing Director, Senior Wealth Advisor
Truist Wealth
12-2018 - 10-2024
Senior Vice President, Private Client Advisor, Institutional Client Advisor
Bank of America Private Bank
2013 - 2018
Senior Vice President, Commercial Banking
Wells Fargo
2008 - 2013
Senior Vice President, Education & Nonprofit Banking
Wells Fargo
2002 - 2008
Director, Global Financial Institutions Group, Americas Division
Wachovia Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Business Administration - MBA
West Chester University of Pennsylvania
Bachelor of Science - BS
Rosemont College
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.

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