Jacob Thimesch in

Jacob Thimesch

Evaluator · DISC type scd
Financial Consultant at Fidelity Investments
📍 Dallas-Fort Worth Metroplex, 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
7 Years
Current Role
Financial Consultant
Job Level
Middle
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Jacob shows up

Fast But Analytical
Thorough Evaluator
Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Jacob cares about

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

Work history

3-2024
Financial Consultant
Fidelity Investments
3-2023 - 3-2024
Planning Consultant
Fidelity Investments
6-2022 - 3-2023
Relationship Manager
Fidelity Investments
4-2021 - 6-2022
Investment Solutions Representative
Fidelity Investments
6-2020 - 4-2021
Customer Relationship Advocate
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2020
Bachelor's degree
Oklahoma State University
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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