Richard Michelson in

Richard Michelson

Judge · DISC type Dc
Financial Advisor at Wells Fargo Advisors
📍 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
18 Years
Current Role
Financial Advisor
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Richard shows up

Fast But Wary
Objective Thinker
Quality Focused

They are not always relationship oriented. They take a lot of pride in personal achievements. More than the product, they care about the impact of the product.

Priorities

Topics Richard cares about

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

Work history

5-2019
Financial Advisor
Wells Fargo Advisors
3-2019 - 5-2019
Investment Advisor, CRPC®
SoFi
2-2017 - 11-2018
Financial Advisor, CRPC®
Morgan Stanley
9-2013 - 2-2017
WFA Investment Resource Consultant, CRPC®
Wells Fargo Advisors
3-2011 - 9-2013
Trading Service Representative
Wells Fargo Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2005
Bachelor's of Arts and Sciences
University of Washington
1997 - 2000
AA
Shoreline Community College
1996 - 1996
General Studies
New Mexico Military Institute
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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