Douglas Magnolia in

Douglas Magnolia

Examiner · DISC type cs
Chief Customer Officer & President Vestwell State Savings at Vestwell
📍 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
38 Years
Current Role
Chief Customer Officer & President Vestwell State Savings
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Douglas shows up

Process Oriented
Unexpressive
Late Adopter

Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Douglas cares about

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

Work history

2-2022
Chief Customer Officer & President Vestwell State Savings
Vestwell
2-2022
President
Vestwell State Savings
6-2015 - 2-2022
CEO/ Managing Director
Sumday
10-2009 - 6-2016
Managing Director
BNY Mellon
11-1999 - 10-2009
Managing Director
BNY Mellon
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1983 - 1987
Bachelor of Arts (B.A.)
University of Massachusetts Amherst
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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