David Mascanzoni in

David Mascanzoni

Critic · DISC type C
Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
📍 New York, New York, 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
2 Years
Current Role
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Job Level
Junior
Location
New York, New York, United States
Personality Overview

How David shows up

Negotiator
Critic
ROI Driven

They prefer to do logical analysis and value evidence over emotions. They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often.

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

1-2024
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Principal Financial Group
7-2023 - 1-2024
Diversity and Inclusion Fellowship Associate
Principal Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration
McCoy College of Business at Texas State University
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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