David Venegas AAMS in

David Venegas AAMS

Examiner · DISC type cs
Mentor International graduate mentorship program at Tel Aviv University - Coller School of Management
📍 Chicago, Illinois, 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
19 Years
Current Role
Mentor International graduate mentorship program
Job Level
Leadership
Location
Chicago, Illinois, United States
Personality Overview

How David shows up

Overcautious
Status Quo Seeker
Process Oriented

The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

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

3-2026
Mentor International graduate mentorship program
Tel Aviv University - Coller School of Management
5-2024
Sr. Vice President, Client Devolpment
Focus Partners Wealth
8-2022 - 1-2025
Sr. Vice president
InterOcean Capital Group, LLC
1-2022 - 8-2022
Senior Wealth Advisor
Citi
10-2019 - 1-2022
Investment Executive
Fifth Third Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science (BS)
SUNY Oneonta
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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