Ryan Holocher - CRPC™, CEPA in

Ryan Holocher - CRPC™, CEPA

Examiner · DISC type cs
Vice President, Senior Financial Advisor at TRAILHEAD WEALTH MANAGEMENT, LLC
📍 Denver 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
22 Years
Current Role
Vice President, Senior Financial Advisor
Job Level
Leadership
Location
Denver Metropolitan Area, United States
Personality Overview

How Ryan shows up

Status Quo Seeker
Process Oriented
Unexpressive

They are always well-planned and adopt a systematic approach. Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Ryan cares about

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

Work history

1-2019
Vice President, Senior Financial Advisor
TRAILHEAD WEALTH MANAGEMENT, LLC
8-2013 - 12-2018
Associate Financial Advisor
TRAILHEAD WEALTH MANAGEMENT, LLC
2-2011 - 8-2013
Financial Representative
Northwestern Mutual
2-2011 - 10-2011
College Intern
Northwestern Mutual
10-2007 - 10-2010
Regional Leader
Primerica Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2011
Bachelor of Business Administration (B.B.A.)
Colorado Christian University
2003 - 2007
Education details unavailable
Jefferson Academy
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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