Vanessa F. Echeverria, CFP® in

Vanessa F. Echeverria, CFP®

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Regional Director at Mid-Atlantic Financial Group
📍 Washington DC-Baltimore Area, 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
12 Years
Current Role
Regional Director
Job Level
Mid-senior
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Vanessa shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Vanessa cares about

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

Work history

7-2024
Regional Director
Mid-Atlantic Financial Group
7-2024
Regional Director
Prudential Advisors
1-2024 - 7-2024
Financial Services Consultant
Freelance
6-2023 - 5-2024
President
Stoneford
2-2023 - 6-2023
Director, Franchise Recruiting & Engagement
Ameriprise Financial Services, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2018
Master of Public Affairs (MPA)
O'Neill School of Public and Environmental Affairs
2009 - 2012
Bachelor of Arts (B.A.)
Ball State University - Miller College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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