Brian Eisenstein, CFA, CFEI®, CFLP®, MBA

Commander
DISC Type : D

Founder, Financial Literacy Trainer at DISCIPLINE Finance LLC

Cambridge, Massachusetts, United States

Overview

Brian is a CFA charterholder and experienced financial reporting manager, having served as a Vice President at JPMorgan Chase. He recently founded DISCIPLINE Finance LLC to pursue his passion for financial literacy education. Colleagues describe him as hard-working, focused, and detail-oriented, with a talent for mentoring.

He is deeply committed to professional development, not just for others but for himself, actively creating training courses and seeking collaborative partners for accountability in his own career goals. He is a certified Financial Literacy Professional and Financial Education Instructor, underscoring his dedication to making financial concepts accessible.

Unique fact: Brian developed a proprietary financial education framework called the "DISCIPLINE" method, an acronym-based approach to build lasting financial confidence.

Personality Overview

Candid & Clear

Risk-Taker

Decisive

They respond well to strong and respectful communication.  They are very proud of what they do. They like to act fast and expect others to do the same.

Topics They Care About

Financial Literacy
He founded DISCIPLINE Finance LLC to teach financial literacy to young adults, developing his own proprietary method and launching new classes.
Training and Development
He has a strong background in creating and delivering coursework, having built over 10 courses while at JPMorgan and championing standardized team training.
Mentorship and Coaching
He is highly regarded as a mentor, with recommendations highlighting his instrumental role in the professional growth of his team members.

Media Appearances

Brian has no verified media appearances

Work History

7-2025
Founder, Financial Literacy Trainer at DISCIPLINE Finance LLC
11-2024
Team Lead Manager, Financial Services at Seeking a New Opportunity
11-2024
Learning And Development Specialist at Seeking a New Opportunity
2-2018 - 11-2024
Vice President Financial Reporting at JPMorgan Chase (JPMorgan Investor Services)
8-2007 - 1-2018
Financial Reporting Assistant Vice President at JPMorgan Chase (JPMorgan Investor Services)

Education

BA from Brandeis University
Master of Business Administration - MBA from Questrom School of Business, Boston University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Cambridge, Massachusetts, United States Job Level : Leadership Designation : Founder, Financial Literacy Trainer at DISCIPLINE Finance LLC
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Hold your ground without indulging in one-upmanship
  • Be respectful but crisp

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Don't try too hard to forge relationships with them
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Brian

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They can take decisions very fast if you manage to convince them.
  • Can Brian take some risk or not?

  • The risks don’t matter much to them.

You And Brian

Personality Compatibility


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