Brian Clarke in

Brian Clarke

Examiner · DISC type cs
Private Client Advisor at J.P. Morgan Wealth Management
📍 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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Experience
23 Years
Current Role
Private Client Advisor
Location
New York, New York, United States
Personality Overview

How Brian shows up

Tough To Convince
Overcautious
Unexpressive

They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Brian cares about

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

Work history

3-2016
Private Client Advisor
J.P. Morgan Wealth Management
7-2011 - 3-2016
Private Client Banker
JPMorgan Chase & Co.
11-2008 - 7-2011
Licensed Personal Banker
JPMorgan Chase & Co.
8-2006 - 11-2008
Senior Personal Banker
Huntington National Bank
2002 - 2006
Student
Denison University
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2006
BS
Denison 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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