Sabrina Allard, CFA
Questioner · DISC type cSabrina is a Director and Financial Advisor at Waypoint Private Wealth Management, bringing over a decade of experience to her role. A Chartered Financial Analyst (CFA) charterholder, she specializes in building customized wealth plans for high-net-worth families and entrepreneurs. She graduated cum laude from Trinity University with a degree in Business Administration.
Outside of work, Sabrina enjoys a variety of activities, including playing tennis and golf, skiing, cooking, and reading. She also values spending quality time with her husband and their young children.
She has previous experience as an analyst in investment management, private equity, and venture capital.
Read the full overview →How Sabrina shows up
They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.
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DISC profile (public)
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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