Alan B.
Controller · DISC type ICPeicsaye is a growth-driven Private Wealth Management Advisor at Northwestern Mutual, holding both CFA and CFP® certifications. A graduate of Brooklyn College, he excels in advising affluent business owners and clients on investment strategies, drawing on his experience in portfolio diversification, negotiation, and analysis to improve their financial situations.
His career includes diverse leadership roles such as being the CFO at First Source Solutions and a Strategic Planning Director at a law office, where he led a team of over 30 members.
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They often ask many questions and rely heavily on information and documentation. They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.
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Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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