Andrew Phillips in

Andrew Phillips

Sharpshooter · DISC type CD
Private Client Banker II at JPMorgan Chase Bank, N.A.
📍 Nanticoke, Pennsylvania, 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
18 Years
Current Role
Private Client Banker II
Location
Nanticoke, Pennsylvania, United States
Personality Overview

How Andrew shows up

Rigorous & Demanding
ROI Driven
Thorough Evaluator

They are not always relationship oriented. More than the product, they care about the impact of the product. They prefer to be the ones controlling the conversation or defining the terms.

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

12-2022
Private Client Banker II
JPMorgan Chase Bank, N.A.
6-2019 - 1-2023
Relationship Banker
Wells Fargo
11-2009 - 3-2019
Financial Advisor
Northwestern Mutual
2007 - 2010
Fundraising Representative
RuffaloCODY
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2010
Bachelor's
University of Cincinnati Carl H. Lindner College of Business
2002 - 2006
Education details unavailable
Freedom 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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