Zihao Zhu in

Zihao Zhu

Activist · DISC type Cd
Investment Consultant at Charles Schwab
📍 New York City Metropolitan 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
2 Years
Current Role
Investment Consultant
Job Level
Junior
Location
New York City Metropolitan Area, United States
Personality Overview

How Zihao shows up

Logical And Quick
Value Conscious
Perfectionist

They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople. They care equally about the product and its potential impact.

Priorities

Topics Zihao cares about

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

Work history

1-2025
Investment Consultant
Charles Schwab
6-2024 - 12-2024
Analyst
GL US Capital
7-2023 - 5-2024
Business Analyst
Bassaam LLC
10-2022 - 5-2023
Administrative Assistant
Great Neck Chinese School
12-2019 - 1-2020
Equity Research Intern
Tigress Financial Partners
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
7-2023 - 5-2024
Master of Science - MS
The University of Texas at Austin
8-2018 - 5-2022
Bachelor of Science - BS
Fordham Gabelli School of Business
2016 - 2018
High School Diploma
Bishop John J. Snyder High School
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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