Harsha Wason in

Harsha Wason

Planner · DISC type Sc
Investment Solutions Representative 2 at Fidelity Investments
📍 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
Investment Solutions Representative 2
Job Level
Junior
Location
United States
Personality Overview

How Harsha shows up

Disciplined
Overcautious
Slower Adopter

They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Priorities

Topics Harsha cares about

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

Work history

9-2025
Investment Solutions Representative 2
Fidelity Investments
10-2024 - 9-2025
Investment Solutions Representative
Fidelity Investments
4-2024 - 10-2024
High Net Worth Associate
Fidelity Investments
1-2023 - 1-2023
Customer Service Advocate
Fidelity Investments
6-2022 - 1-2023
Certified Pharmacy Technician
Walgreens
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education

Harsha has no verified education history

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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