Charles Heisey in

Charles Heisey

Observer · DISC type ic
Director of Operations at Affinity Wealth Management LLC
📍 Wilmington, Delaware, 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 overviewLogin to view overview
Experience
13 Years
Current Role
Director of Operations
Job Level
Mid-senior
Location
Wilmington, Delaware, United States
Personality Overview

How Charles shows up

Example Seeker
Curious
Value Driven

They often ask many questions and rely heavily on information and documentation. They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Priorities

Topics Charles cares about

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

Work history

1-2025
Director of Operations
Affinity Wealth Management LLC
10-2022 - 12-2024
Vice President - Client Service Manager
AlTi Tiedemann Global
9-2015 - 11-2022
Client Service Associate - Vice President
J.P. Morgan Asset Management
6-2014 - 4-2015
Lead Research Coordinator
Reproductive Associates of Delaware
2-2013 - 5-2014
Recruitment Coordinator
Kennedy Krieger Institute
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1995 - 2001
BS in History
University of Delaware
1991 - 1995
High School
Thomas McKean High School
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Charles. Free, 10 seconds.