Barry W. in

Barry W.

Questioner · DISC type c
VP, Branch Leader, Wealth Management at Fidelity Investments
📍 New York, 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.

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Current Role
VP, Branch Leader, Wealth Management
Location
New York, New York, United States
Personality Overview

How Barry shows up

Cautious & Analytical
Systematic
Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Barry cares about

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

Work history

1-2021
VP, Branch Leader, Wealth Management
Fidelity Investments
5-2020 - 1-2021
Sales Leader, Private Client Advisor Group (East Coast)
TD Ameritrade
8-2017 - 5-2020
Sales Director, East Division
TD Ameritrade
4-2015 - 9-2017
Co-Creator & Sales Leader, Private Client Advisor Group
TD Ameritrade
4-2007 - 7-2010
Private Banker
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 2020
Executive Leadership
Cornell University
2011 - 2012
School of Continuing and Professional Studies
New York University
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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