Emilee Stepoulos in

Emilee Stepoulos

Collaborator · DISC type is
Family Wealth Analyst at Pitcairn
📍 Washington DC-Baltimore Area, 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
5 Years
Current Role
Family Wealth Analyst
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Emilee shows up

Good Listener
Appreciative
Example Driven

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Priorities

Topics Emilee cares about

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

Work history

1-2025
Family Wealth Analyst
Pitcairn
6-2022 - 1-2025
Analyst (Brightside Partners was acquired by Pitcairn in January 2025)
Brightside Partners, LLC
5-2021 - 9-2022
Director Marketing Communications
Green Forests Work
1-2021 - 5-2021
Marketing and Communications Intern
Green Forests Work
6-2020 - 1-2022
Patient Access Registrar
Frederick Health
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2022
Bachelor's degree
University of Kentucky
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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