James Riley in

James Riley

Critic · DISC type C
Client Accounting Services Manager at JFS Wealth Advisors
📍 Hermitage, Pennsylvania, 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
20 Years
Current Role
Client Accounting Services Manager
Job Level
Middle
Location
Hermitage, Pennsylvania, United States
Personality Overview

How James shows up

Critic
ROI Driven
Objective Thinker

They are quite likely to negotiate on pricing or other key terms. They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

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

8-2022
Client Accounting Services Manager
JFS Wealth Advisors
1-2020 - 8-2022
Senior Accounting Analyst
JFS Wealth Advisors
5-2018 - 12-2019
Staff Accountant
JFS Wealth Advisors
1-2018 - 4-2018
Accounting Intern
JFS Wealth Advisors
8-2017 - 12-2017
Operations Intern
JFS Wealth Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 2018
Bachelor's Degree
Westminster College (PA)
2010 - 2014
High School
Pymatuning Valley High School
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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