Andrew Jacob in

Andrew Jacob

Wildcard · DISC type csi
Team Leader, Client Services at Fidelity Investments
📍 Irving, Texas, 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
Team Leader, Client Services
Location
Irving, Texas, United States
Personality Overview

How Andrew shows up

Curious But Skeptical
Requires Proof
Friendly But Slow

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Priorities

Topics Andrew cares about

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

Work history

1-2022
Team Leader, Client Services
Fidelity Investments
9-2021 - 1-2022
Interim Team Leader, Investment Solutions
Fidelity Investments
3-2021 - 9-2021
Investment Solutions Help Desk
Fidelity Investments
6-2020 - 3-2021
Personalized Planning and Advice Associate
Fidelity Investments
8-2019 - 6-2020
Investment Solutions Representative
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018
Bachelor of Arts - BA
The University of Dallas
MBA Candidate
The University of Dallas
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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