Charles Heisey in

Charles Heisey

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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.

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Experience
13 Years
Current Role
Director of Operations
Job Level
Mid-senior
Location
Wilmington, Delaware, United States
Personality Overview

How Charles shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Charles cares about

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

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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