Jahilene Umana in

Jahilene Umana

Enthusiast · DISC type i
Customer Service Representative at E*TRADE from Morgan Stanley
📍 Draper, Utah, United States

Jahilene Umana is an account and customer relations professional with a background in the financial services sector at firms like E*TRADE and Fidelity Investments. Now an Account Manager at Solgen Power, she leverages skills in CRM, customer retention, and data analysis. She holds a Bachelors degree from Utah Valley University.

In a previous role, she was responsible for actively cross-selling financial products and services to meet customer needs.

Read the full overview →
Experience
7 Years
Current Role
Customer Service Representative
Location
Draper, Utah, United States
Personality Overview

How Jahilene shows up

Optimistic
Story Driven
Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional. They are generally friendly, so be careful when relying on their word.

Priorities

Topics Jahilene cares about

Account Management
Her most recent role is as an Account Manager at Solgen Power, building on extensive experience in customer-facing positions.
Customer Experience
Possesses a strong skill set in customer retention, communication, and relationship management (CRM) from multiple roles.
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Career

Work history

11-2023 - 10-2024
Customer Service Representative
E*TRADE from Morgan Stanley
3-2023 - 11-2023
Customer Relations Associate
Fidelity Investments
9-2022 - 3-2023
Account Manager
Solgen Power
9-2021 - 5-2022
Customer Service Representative
Mountain America Credit Union
10-2020 - 9-2021
Inbound Customer Service Representative
Utah Community Credit Union (UCCU)
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2022 - 2025
Bachelor's degree
Utah Valley University
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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