James Carolan in

James Carolan

Questioner · DISC type c
Sr. Estate Planning Attorney at EWM Legal Services
📍 Howell, Michigan, 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
48 Years
Current Role
Sr. Estate Planning Attorney
Location
Howell, Michigan, United States
Personality Overview

How James shows up

Cautious & Analytical
Price-Sensitive
Not Easily Convinced

It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics James cares about

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

Work history

6-2021
Sr. Estate Planning Attorney
EWM Legal Services
12-2018 - 6-2021
Sr. Fiduciary Administrator
Wells Fargo
9-2015 - 12-2018
Vice President Wealth Manager
Monroe Bank and Trust
5-2015 - 10-2015
Attorney and Mediator
Carolan Law and Mediation Services
5-2015 - 9-2015
Owner and Principal
CG Fiduciary Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1983 - 1986
JD
Cooley Law School
1973 - 1976
Bachelor of Science (B.S.)
Central Michigan University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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