David Heberling in

David Heberling

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Financial Advisor at Edward Jones
📍 Beavercreek, Ohio, 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
18 Years
Current Role
Financial Advisor
Location
Beavercreek, Ohio, United States
Personality Overview

How David 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 David cares about

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

Work history

1-2025
Financial Advisor
Edward Jones
3-2021 - 6-2024
Director, Service Delivery
Passport
11-2018 - 2-2021
VP - Operations Select Customer Care
Flexential
6-2018 - 12-2018
Regional Vice President Customer Operations
Flexential
1-2017 - 6-2018
Regional Director Service Delivery
Flexential
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2006
BSM
Indiana Wesleyan University
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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