Sydney Smith, CFP®, CTFA in

Sydney Smith, CFP®, CTFA

Questioner · DISC type c
Financial Planning Specialist at Calamos Wealth Management
📍 Chicago, Illinois, 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
Financial Planning Specialist
Job Level
Junior
Location
Chicago, Illinois, United States
Personality Overview

How Sydney shows up

Systematic
Price-Sensitive
Cautious & Analytical

They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Sydney cares about

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

Work history

12-2023
Financial Planning Specialist
Calamos Wealth Management
3-2022 - 10-2023
Director
Mowery & Schoenfeld Wealth Management
6-2021 - 4-2022
Sales Director
Mutual of Omaha
2-2019 - 5-2021
Financial Advisor
Mutual of Omaha
8-2018 - 2-2019
Financial Professional
AXA Advisors, LLC
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 (B.B.A.)
University of Vermont
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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