Scott Leak, CFP®, CEPA® in

Scott Leak, CFP®, CEPA®

Trailblazer · DISC type DI
Director of Business Development and Senior Consultant at FP Transitions
📍 Omaha, Nebraska, 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
26 Years
Current Role
Director of Business Development and Senior Consultant
Job Level
Senior
Location
Omaha, Nebraska, United States
Personality Overview

How Scott shows up

Values Relationships
Friendly But Fast
Achievement-Oriented

A combination of speed and relationship gets the best response from them. They are charming and can persuade others to support their decisions. They will fight for you if they come to believe in you.

Priorities

Topics Scott cares about

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

Work history

1-2023
Director of Business Development and Senior Consultant
FP Transitions
7-2021 - 1-2023
Senior Consultant
FP Transitions
6-2016 - 7-2021
Director, Institutional Sales
TD Ameritrade Institutional
10-2011 - 6-2016
Senior Sales Manager
TD Ameritrade Institutional
1-2006 - 9-2011
Sales VP
TD Ameritrade Institutional
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BA
Creighton University
2019 - 2020
Graduate School
University of Nebraska at Omaha
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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