Dean M. Giella in

Dean M. Giella

Wildcard · DISC type sic
Partner at GS Investment Planning, LLC
📍 Huntington Station, 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
25 Years
Current Role
Partner
Job Level
Senior
Location
Huntington Station, New York, United States
Personality Overview

How Dean shows up

Curious But Skeptical
Requires Proof
ROI Driven

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions 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

Priorities

Topics Dean cares about

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

Work history

9-2018
Partner
GS Investment Planning, LLC
5-2013
Registered Principal
Cambridge Investment Research, Inc.
5-2013
Investment Advisor Representative
Cambridge Investment Research Advisors, Inc.
1-2002 - 3-2019
Managing Member
Financial Educational Advisors, LLC
5-2000 - 6-2003
Partner / Founder
Pivotal Planning Group, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1982 - 1988
Bachelor of Science Business Administration
New York Institute of Technology
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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