Riley Stone in

Riley Stone

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VP - Financial Consultant at Charles Schwab
📍 Denver, Colorado, 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
6 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Denver, Colorado, United States
Personality Overview

How Riley shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Riley cares about

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

Work history

7-2024
VP - Financial Consultant
Charles Schwab
3-2022 - 7-2024
Financial Consultant
Charles Schwab
6-2021 - 3-2022
Trading Specialist, High Net Worth Representative
Charles Schwab
6-2019 - 6-2021
Associate Financial Service Professional
Charles Schwab
3-2018 - 6-2018
Business Analyst Intern
UBS
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 6-2019
Degree in three accelerated program
Southern New Hampshire University
2018 - 2019
Study abroad - Germany
CBS International Business School
2014 - 2016
High School Diploma
New Hampton School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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