Shawn Gaiser, CFP® in

Shawn Gaiser, CFP®

Sharpshooter · DISC type CD
Senior Financial Consultant at Charles Schwab
📍 Greater Cleveland, 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
6 Years
Current Role
Senior Financial Consultant
Job Level
Middle
Location
Greater Cleveland, United States
Personality Overview

How Shawn shows up

Thorough Evaluator
ROI Driven
Fast But Analytical

They are less concerned about the product and more about its potential impact. They like to stay in control of the negotiation or defining of the terms. They prefer to move quickly, and expect the same from others.

Priorities

Topics Shawn cares about

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

Work history

11-2023
Senior Financial Consultant
Charles Schwab
5-2022 - 11-2023
Financial Consultant
Charles Schwab
7-2021 - 5-2022
Client Specialist
Baird
5-2019 - 6-2021
Licensed Relationship Manager
KeyBank
5-2018 - 8-2018
Retail Banking Intern
KeyBank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 2018
Bachelor of Business Administration - BBA
University of Cincinnati
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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