Jared Goldberg in

Jared Goldberg

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Lead, Wealth Management Partnerships at april
📍 Caldwell, New Jersey, 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.

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Experience
6 Years
Current Role
Lead, Wealth Management Partnerships
Job Level
Middle
Location
Caldwell, New Jersey, United States
Personality Overview

How Jared 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 Jared cares about

Strategic Priorities
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Career

Work history

4-2025
Lead, Wealth Management Partnerships
april
2-2024 - 4-2025
Senior Account Executive
Trust & Will
1-2022 - 2-2024
Senior Account Executive - Team Lead
SmartAsset
5-2021 - 1-2022
Account Executive
SmartAsset
12-2020 - 5-2021
Sales Development Specialist
The Furniture X-Change
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2016
Bachelor's
University of Tampa - John H. Sykes College of Business
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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