Stephen Langlois in

Stephen Langlois

Go-getter · DISC type d
President at Kestra Financial
📍 Austin, Texas, 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
38 Years
Current Role
President
Location
Austin, Texas, United States
Personality Overview

How Stephen shows up

Decisive
Challenger
Fast-Paced

They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Priorities

Topics Stephen cares about

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

Work history

7-2020
President
Kestra Financial
1-2020 - 7-2020
Principal
SRL Associates, LLC
5-2017 - 1-2020
Head of Business Development | Chief Revenue Officer
eMoney Advisor
4-2015 - 5-2017
Strategic Business Development, Fidelity Wealth Technologies
Fidelity Investments
7-2013 - 3-2015
Head, Distribution Strategy and Planning, Fidelity Institutional
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1989 - 1991
MBA
The Amos Tuck School of Business Administration
1981 - 1985
BA
Colby College
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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