Steven Kim
Investment Consultant at Charles Schwab
📍 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.
Experience
5 Years
Current Role
Investment Consultant
Location
United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Steven cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
9-2024
Investment Consultant
Charles Schwab
10-2022 - 9-2024
Investment Solutions
Fidelity Investments
9-2021 - 6-2022
Financial Advisor
Wells Fargo Advisors
10-2018 - 12-2020
Client Services Associate
Wells Fargo Advisors
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2018
Bachelor of Business Administration - BBA
Southern Adventist University
Social presence
Other Charles Schwab Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.