Shawn Montague, MBA, CFP® in

Shawn Montague, MBA, CFP®

Sharpshooter · DISC type DC
VP Financial Consultant at Charles Schwab
📍 Dallas-Fort Worth Metroplex, 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
20 Years
Current Role
VP Financial Consultant
Job Level
Senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Shawn shows up

Fast But Analytical
Rigorous & Demanding
ROI Driven

They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success. They like to stay in control of the negotiation or defining of the terms.

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

5-2020
VP Financial Consultant
Charles Schwab
8-2013 - 5-2020
Wealth Manager, CFP ®
USAA
11-2011 - 8-2013
Financial Advisor
Ameriprise Financial Services, Inc.
1-2010 - 3-2012
Business Banker/Relationship Manager
Wells Fargo Bank
7-2008 - 1-2010
Branch Manager
Wells Fargo Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2011
08/2011
East Texas A&M University
2003 - 2004
BS in MGMT
Iowa State University - Ivy College of Business
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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