Tais De Rada, CFP® in

Tais De Rada, CFP®

Critic · DISC type C
Vice President Financial Consultant at Charles Schwab
📍 San Diego, California, 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
7 Years
Current Role
Vice President Financial Consultant
Job Level
Senior
Location
San Diego, California, United States
Personality Overview

How Tais shows up

Objective Thinker
Negotiator
ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features. They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Tais cares about

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

Work history

7-2022
Vice President Financial Consultant
Charles Schwab
8-2020 - 7-2022
Associate Financial Consultant
Charles Schwab
2-2020 - 8-2020
Financial Consultant
TD Ameritrade
6-2019 - 2-2020
Business Development Specialist (FCDA)
TD Ameritrade
2-2018 - 11-2018
Wealth Management
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's degree
UC San Diego
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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