Bhavna B. in

Bhavna B.

Captain · DISC type DS
Mortgage Broker (Private Lending) at Pineapple
📍 Canada

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
7 Years
Current Role
Mortgage Broker (Private Lending)
Location
Canada
Personality Overview

How Bhavna shows up

Planner & Achiever
Dynamic But Sincere
Output-Driven

They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Bhavna cares about

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

Work history

11-2021 - 2-2023
Mortgage Broker (Private Lending)
Pineapple
1-2019 - 12-2021
Compliance Field Auditor
Transamerica
4-2018 - 12-2018
Investment Compliance Analyst
BNY Mellon
12-2016 - 1-2018
Financial Services Representative
CIBC
11-2015 - 12-2016
Account Processing Officer
CIBC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2005 - 4-2010
Bachelor of Commerce - BCom
Telfer School of Management at the University of Ottawa
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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