James Zhiyan Ma in

James Zhiyan Ma

Inquirer · DISC type cd
Vice President, Card Marketing and Originations at Upgrade, Inc.
📍 Wilmington, Delaware, 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
10 Years
Current Role
Vice President, Card Marketing and Originations
Job Level
Senior
Location
Wilmington, Delaware, United States
Personality Overview

How James shows up

Hard To Convince
Demanding
ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

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

9-2025
Vice President, Card Marketing and Originations
Upgrade, Inc.
4-2025 - 9-2025
Senior Vice President, Products and Valuations
Merrick Bank
12-2021 - 4-2025
Senior Director, Credit Cards
Ally
8-2018 - 12-2021
Director, Core Products and Valuations
Fair Square Financial, LLC
8-2017 - 8-2018
Director, Core Near Prime Products
Fair Square Financial, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2014
Master of Science (MS)
The University of Texas at Austin
2008 - 2012
Economics
Purdue University Daniels School of Business
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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