Alex Adams in

Alex Adams

Questioner · DISC type c
Principal, Planning Review at Valmark Financial Group
📍 Akron, Ohio, 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
10 Years
Current Role
Principal, Planning Review
Location
Akron, Ohio, United States
Personality Overview

How Alex shows up

Systematic
Value Seeker
Price-Sensitive

They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Alex cares about

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

Work history

2-2025
Principal, Planning Review
Valmark Financial Group
7-2022 - 2-2025
Financial Advisor
CSB Investment Services LLC
5-2019 - 7-2022
Relationship Banker
JPMorgan Chase & Co.
7-2018 - 5-2019
Insurance Agent
Liberty National Life Insurance Company
9-2017 - 3-2018
Consultant
Three30 Group - Software for Sales, Service & Marketing
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Bachelor of Arts - BA
Malone University
2009 - 2013
High School Diploma
West Liberty-Salem 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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