Anthony Montufar in

Anthony Montufar

Login to view DISC.
Head of Digital and Client Experience at Equitable Advisors
📍 New York City Metropolitan Area, 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
10 Years
Current Role
Head of Digital and Client Experience
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Anthony 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 Anthony cares about

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

Work history

1-2026
Head of Digital and Client Experience
Equitable Advisors
12-2021 - 12-2025
Head of Advisor Platform Product Strategy and Support - Wealth and Investment Management
Wells Fargo Advisors
11-2018 - 11-2021
Head of Relationship Management and Advisor Productivity Platform - U.S. Wealth Management
JPMorgan Chase & Co.
1-2018 - 11-2018
VP - Digital Sales and Marketing Strategy
JPMorgan Chase & Co.
7-2015 - 1-2018
Associate - Consumer and Business Banking Product Management
JPMorgan Chase & Co.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2011 - 2015
Bachelor of Science (B.S.)
Stevens Institute of Technology
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 Equitable Advisors Employees

Explore more public profiles from related professionals.

Daniel Cotter
Daniel Cotter
Financial Consultant
Equitable Advisors

More profiles

Discover additional public profiles from our index.

Scott Carruth
Scott Carruth
Customer Engagement Manager
Genesys
 John Sherman
John Sherman
President
The AI Risk Network
 Natalia Pedroza
Natalia Pedroza
Digital Growth Marketing Manager
Lawnstarter
 Corina Roy
Corina Roy
Head of Field Digital Enablement
Equitable
Unlock the full playbookSee exactly how to sell to Anthony. Free, 10 seconds.