Rachel Haan in

Rachel Haan

Examiner · DISC type cs
Partner and COO at McBee Avenue Wealth Advisors
📍 Greenville, South Carolina, 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
26 Years
Current Role
Partner and COO
Job Level
Leadership
Location
Greenville, South Carolina, United States
Personality Overview

How Rachel shows up

Late Adopter
Overcautious
Unexpressive

They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Rachel cares about

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

Work history

1-2024
Partner and COO
McBee Avenue Wealth Advisors
1-2018
COO
McBee Avenue Wealth Advisors
12-1999 - 12-2017
Associate Financial Representative
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Education details unavailable
Bob Jones University
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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