James M. DesRocher in

James M. DesRocher

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Financial Coach at TrueView Financial
📍 Greater Boston, 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
18 Years
Current Role
Financial Coach
Job Level
Junior
Location
Greater Boston, United States
Personality Overview

How James shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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

1-2015
Financial Coach
TrueView Financial
1-2015
Investment Advisory Representative
Park Avenue Securities
8-2011 - 1-2015
Financial Advisor
Robert Fine & Associates
6-2007 - 8-2011
Financial Advisor - Asst. Vice President
Boston Partners Financial Group
12-2006 - 6-2007
Mentorship
Brophy Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2007
Bachelor's Degree
Saint Anselm College
1999 - 2003
Education details unavailable
Enrico Fermi High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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