Timothy I. Shumway in

Timothy I. Shumway

Trailblazer · DISC type ID
VP of Summit Global Wealth at Summit Global Investments
📍 Sandy, Utah, 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
33 Years
Current Role
VP of Summit Global Wealth
Job Level
Senior
Location
Sandy, Utah, United States
Personality Overview

How Timothy shows up

Achievement-Oriented
Charismatic
Persuasive

If they come to believe in your value proposition, they will be your champion. They are charming and can persuade others to support their decisions. They prefer to ensure that they are in control of the situation.

Priorities

Topics Timothy cares about

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

Work history

1-2025
VP of Summit Global Wealth
Summit Global Investments
7-2021 - 3-2025
Retirement
Fidelity Investments
5-2015 - 6-2021
Regional Vice President
Fidelity Investments
7-2011 - 5-2015
Vice President, Financial Consultant
Fidelity Investments
2003 - 7-2011
Director, Branch Relationship Manager
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2011
Financial Services
Westminster University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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