Vernon Richard II
Organizer · DISC type SdVernon Richard II is a seasoned retirement plan professional, currently serving as a Retirement Plan Account Executive at Jones Gregg Financial, LLC. With a background at firms like Principal and Wells Fargo, he specializes in retirement plan design, fiduciary support, and participant education. He holds a Bachelor of Science in Industrial/Organizational Psychology.
Drawing from his background in psychology, Vernon focuses on educating clients and employees on financial wellness and retirement strategies. He holds certifications in Competent Communication and Leadership, indicating a passion for effective public speaking and mentorship. His interests include major financial institutions like Wells Fargo and JPMorgan Chase.
He has a proven track record in sales, having exceeded his goal by 110% in a previous role.
Read the full overview →How Vernon shows up
They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.
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DISC profile (public)
Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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