Jack Bitterman in

Jack Bitterman

Energizer · DISC type I
Retail Planning and Advice Team Leader at Fidelity Investments
📍 Dallas, Texas, 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
9 Years
Current Role
Retail Planning and Advice Team Leader
Job Level
Middle
Location
Dallas, Texas, United States
Personality Overview

How Jack shows up

Believer
Relationship Oriented
Enthusiastic

They are people oriented, friendly and like creating new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Priorities

Topics Jack cares about

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

Work history

2-2024
Retail Planning and Advice Team Leader
Fidelity Investments
1-2023 - 2-2024
Onboarding Team Leader - Fidelity Client Services
Fidelity Investments
12-2021 - 1-2023
Help Desk, Workplace Planning and Advice
Fidelity Investments
6-2021 - 12-2021
Interim Help Desk, Workplace Planning and Advice
Fidelity Investments
10-2019 - 6-2021
Workplace Planning Consultant
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 2018
Bachelor's degree
University of Mississippi
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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