Ted Cocoles in

Ted Cocoles

Activist · DISC type Cd
VP - Financial Consultant at Charles Schwab
📍 Cupertino, 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
27 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Cupertino, California, United States
Personality Overview

How Ted shows up

Observative
Value Conscious
Logical And Quick

They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Ted cares about

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

Work history

1-2022
VP - Financial Consultant
Charles Schwab
10-2015
Private Client Investment Consultant
TD Ameritrade
2-2011 - 10-2015
Investment Consultant
TD Ameritrade
2009 - 12-2010
Financial Advisor Associate
Morgan Stanley Smith Barney
2007 - 2009
Home Mortgage Consultant
Wells Fargo Home Mortgage
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1998
Bachelor's degree
UCLA
1989 - 1993
Education details unavailable
Lynbrook High School
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.

Other Charles Schwab Employees

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