James Phan in

James Phan

Energizer · DISC type I
Wealth Management Banker at U.S. Bank
📍 Lynnwood, Washington, 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
23 Years
Current Role
Wealth Management Banker
Location
Lynnwood, Washington, United States
Personality Overview

How James shows up

Believer
Enthusiastic
Big Picture Person

They are people oriented, friendly and like creating new connections. They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

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

8-2021
Wealth Management Banker
U.S. Bank
1-2020 - 8-2021
Branch Manager
Wells Fargo
10-2015 - 1-2020
Licensed Personal Banker II
Wells Fargo
3-2011 - 10-2015
Personal Banker
Wells Fargo
8-2008 - 3-2011
Bank Teller
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2011
Business management
University of Washington Bothell
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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