Alma Rodríguez-Piscitello in

Alma Rodríguez-Piscitello

Login to view DISC.
Chief Marketing Strategist | FinTech, WealthTech & Asset Management | Founder & CEO at Revela Advisors LLC
📍 Hauppauge, New York, 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.

Login to view overview
Experience
20 Years
Current Role
Chief Marketing Strategist | FinTech, WealthTech & Asset Management | Founder & CEO
Job Level
Leadership
Location
Hauppauge, New York, United States
Personality Overview

How Alma 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 Alma cares about

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

Work history

1-2024
Chief Marketing Strategist | FinTech, WealthTech & Asset Management | Founder & CEO
Revela Advisors LLC
1-2022 - 1-2024
Executive Vice President, Deputy Global Sector Lead, Financial Services; Global Client Leader
Edelman Smithfield
1-2017 - 1-2022
Executive Vice President, Relationship Management
Ultimus Fund Solutions
9-2014 - 12-2017
Senior Vice President - Head of Strategic Relationships
Northern Lights Distributors, LLC
3-2006 - 9-2014
Vice President, Director of Partner Development, & Senior Relationship Manager
Morgan Stanley Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
Bachelor of Arts - BA
State University of New York College at Oswego
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.

More profiles

Discover additional public profiles from our index.

Nidia Rodriguez
Nidia Rodriguez
Tax and Accounting Specialist
Done Deal Shared Services
JJ
Justin J. Scheeff
CEO
Cuddle Clones
 Maggie Toussaint-Allen
Maggie Toussaint-Allen
Senior Program Project Manager
Flagstar Bank
MS
Melissa Steele
Regional Director
Key Autism Services
Unlock the full playbookSee exactly how to sell to Alma. Free, 10 seconds.