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The Threat That Wasn't Named: Assessing Workplace Violence Risk at Vantage Financial

Three vague complaints. One named name. A formal request for a workplace violence threat assessment. You're the psychologist they called.

Duration

80 min

Difficulty

Intermediate

Stakeholders

3

Company Size

Medium (100-500)

Educational Video

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Open on YouTube

Organizational Background

Vantage is a 250-person financial advisory firm where the culture prizes performance above everything. The manager in question, Trevor Samuels, is a top revenue producer - protected, celebrated, and feared in equal measure. HR has never had to navigate a formal threat assessment. Legal is worried about liability from both directions. Employees are watching to see whether the organization will protect its highest earner or protect them. The organization's response to this moment will define its culture for years.

Key Stakeholders

Learning Objectives

  • Apply a structured workplace violence threat assessment framework
  • Navigate organizational resistance when the subject of a threat assessment is high-status
  • Distinguish behavioral warning signs from protected expression
  • Design safety protocols that balance due process with victim protection
  • Advise HR and legal on appropriate escalation pathways

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