James D. Dobrinska, CLU®, CFP®, ChFC®, CASL®, RICP® in

James D. Dobrinska, CLU®, CFP®, ChFC®, CASL®, RICP®

Visionary · DISC type Ds
Wealth Management Advisor at Northwestern Mutual
📍 Milwaukee, Wisconsin, 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.

Login to view overviewLogin to view overview
Experience
47 Years
Current Role
Wealth Management Advisor
Location
Milwaukee, Wisconsin, United States
Personality Overview

How James shows up

Fast But Thoughtful
Early Adopter
Direct & Assertive

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics James cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

2-1990
Wealth Management Advisor
Northwestern Mutual
1986 - 1990
Regional Underwriting Manager
Northwestern National Insurance Company
1978 - 1986
Underwriting Manager
Crum & Forster
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1973 - 1977
Finance
University of Wisconsin-Whitewater
1969 - 1973
Education details unavailable
Greenfield High School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to James. Free, 10 seconds.