Robert Van Allen, CIMA®, CAIA® in

Robert Van Allen, CIMA®, CAIA®

Critic · DISC type C
Branch Manager at Cetera Financial Group
📍 Renton, Washington, 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
16 Years
Current Role
Branch Manager
Job Level
Middle
Location
Renton, Washington, United States
Personality Overview

How Robert shows up

Critic
Information Seeker
ROI Driven

It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Robert cares about

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

Work history

1-2025
Branch Manager
Cetera Financial Group
11-2023 - 1-2025
Director - Wealth Management
TruWest Credit Union
10-2019 - 11-2023
Senior Vice President, Investor Center Manager
Bank of the West
5-2014 - 9-2019
Sales Desk Manager
Voya Investment Management
2-2009 - 2-2014
Investment Associate
UBS
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2006
MBA
Arizona State University, W. P. Carey School of Business
1994 - 1998
BS
Arizona State University, W. P. Carey School of Business
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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