Jaclyn Alverson in

Jaclyn Alverson

Enthusiast · DISC type i
Financial Specialist at Pinnacle Financial Partners
📍 Charleston, South Carolina, 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
24 Years
Current Role
Financial Specialist
Job Level
Junior
Location
Charleston, South Carolina, United States
Personality Overview

How Jaclyn shows up

Optimistic
Non-Confrontational
Amiable & Agreeable

They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Jaclyn cares about

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

Work history

1-2025
Financial Specialist
Pinnacle Financial Partners
Personal Banker
Wells Fargo
10-2020 - 4-2025
Associate Personal Banker
Wells Fargo
8-2010 - 10-2020
Branch OPERATIONs manager
Wells Fargo
6-2001 - 10-2010
Assistant Store Manager
Superpetz
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2002
Business management classes
trident technical college
2001 - 2001
Diploma
North Atlantic Regional High School
1998 - 2001
Nominated for and attended the South Carolina Governor’s School of the Arts and Humanities summer pr
St. Andrews High School
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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