Theresa Westwood in

Theresa Westwood

Judge · DISC type Dc
Client Executive, Wealth Management at Vanguard
📍 Royersford, Pennsylvania, 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.

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Experience
18 Years
Current Role
Client Executive, Wealth Management
Location
Royersford, Pennsylvania, United States
Personality Overview

How Theresa shows up

Objective Thinker
Fast But Wary
Demanding

They put a lot of effort into ensuring personal success. They do not care very much about building rapport or relationships. They respond better to strong and respectful interactions.

Priorities

Topics Theresa cares about

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

Work history

11-2022
Client Executive, Wealth Management
Vanguard
11-2018 - 10-2022
Department Head, Client Relationships
Vanguard
1-2016 - 11-2018
Senior Manager, Retirement Marketing
Vanguard
2-2018 - 7-2018
Acting Department Head - Annuity and Insurance Services
Vanguard
1-2015 - 1-2016
Senior Marketing Manager, Personal Advisor Services
Vanguard
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2011
Masters
Penn State University
1999 - 2003
B.A.
DeSales University
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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