Jared Rothbard in

Jared Rothbard

Inquirer · DISC type cd
Head of Personal Planning at ThreePoint Private Client Group
📍 Paramus, 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
17 Years
Current Role
Head of Personal Planning
Job Level
Mid-senior
Location
Paramus, New Jersey, United States
Personality Overview

How Jared shows up

Judgemental
Demanding
ROI Conscious

They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Priorities

Topics Jared cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

1-2024
Head of Personal Planning
ThreePoint Private Client Group
6-2008
Financial Advisor
Certified Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2007 - 2011
Bachelor of Science
University of Connecticut School of Business
2004 - 2007
Education details unavailable
Bridgewater-Raritan 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.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jared. Free, 10 seconds.