Courtney Wong in

Courtney Wong

Wildcard · DISC type cis
Global Finance and Business Management Analyst at J.P. Morgan
📍 Danville, California, 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
1 Years
Current Role
Global Finance and Business Management Analyst
Job Level
Junior
Location
Danville, California, United States
Personality Overview

How Courtney shows up

Friendly But Slow
Requires Proof
ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Priorities

Topics Courtney cares about

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

Work history

10-2024
Global Finance and Business Management Analyst
J.P. Morgan
Make A Play Foundation
Internship
8-2022
Division 1 Student Athlete | Women's Lacrosse
Cal Athletics
6-2024 - 8-2024
BMC Operations - Transformation Office
BMC Software
5-2024 - 5-2024
Women in Corporate Finance Program
FTI Consulting
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Education details unavailable
University of California, Berkeley, Haas School of Business
2022 - 5-2026
Education details unavailable
University of California, Berkeley
8-2018 - 6-2022
High School Diploma
San Ramon Valley High School
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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