Alan B. in

Alan B.

Login to view DISC.
Prviate Wealth Advisor CFA, CFP® at Northwestern Mutual
📍 United States

Peicsaye 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.

Read the full overview →
Experience
19 Years
Current Role
Prviate Wealth Advisor CFA, CFP®
Location
United States
Personality Overview

How Alan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Alan cares about

Affluent Client Advisory
Specializes in advising highly-successful and affluent business owners on strategies to improve their financial situations and diversify investment portfolios.
Investment Portfolios
Focuses on researching, analyzing, and building diversified and profitable investment portfolios for a wide range of clients.
+4 more topics Login to view topics
Career

Work history

7-2015
Prviate Wealth Advisor CFA, CFP®
Northwestern Mutual
2-2011 - 2-2015
CFO
First Source Solutions Inc
12-2009 - 7-2011
Strategic Planning Director
Law Offices of Michael Lupolover, P.C.
1-2005 - 1-2009
Interface Analyst
Maimonides Medical Center
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor's degree
Brooklyn College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Alan. Free, 10 seconds.