William Elliott in

William Elliott

Critic · DISC type C
Senior Project Manager-BetterWay 2 Exellence at Charles Schwab
📍 Dallas-Fort Worth Metroplex, 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
16 Years
Current Role
Senior Project Manager-BetterWay 2 Exellence
Job Level
Middle
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How William shows up

Critic
Precise
Negotiator

Unless the value is proven by data, they are unlikely to value fancy features. They prefer to analyze logically and value objective facts over emotions. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics William cares about

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

Work history

11-2022
Senior Project Manager-BetterWay 2 Exellence
Charles Schwab
7-2021
Senior Team Manager, Schwab Intelligent Services
Charles Schwab
9-2020 - 7-2021
Team Manager, Schwab Intelligent Services
Charles Schwab
10-2019 - 8-2020
Team Manager, Brokerage Service
Charles Schwab
4-2019 - 10-2019
Specialist, Brokerage Service Rep
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2017
Bachelor of Science (B.S.)
Texas State University
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.

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