Raymond Chen in

Raymond Chen

Enthusiast · DISC type i
Financial Consultant Partner at Charles Schwab
📍 Greater Houston, 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
Greater Houston, United States
Personality Overview

How Raymond shows up

Optimistic
Story Driven
Non-Confrontational

They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Raymond cares about

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

Work history

3-2025
Financial Consultant Partner
Charles Schwab
3-2024 - 3-2025
FCA Investor Development
Charles Schwab
5-2021 - 3-2023
Investment Operations Associate
R1649 Equity Partners
5-2016 - 3-2020
Life Insurance Agent
National Life Group
6-2014 - 3-2015
Sales Associate
Polo Ralph Lauren®
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1-2019 - 7-2021
Bachelor of Business Administration - BBA
University of Houston-Victoria
8-2015 - 6-2018
Education details unavailable
University of Houston
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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