Jaron Swartz in

Jaron Swartz

Editor · DISC type CS
Senior Vice President, Medical Wealth Advisor II at Truist Wealth
📍 New York City Metropolitan Area, 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
14 Years
Current Role
Senior Vice President, Medical Wealth Advisor II
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Jaron shows up

Sometimes Friendly
Slow Buyer
Objective Thinker

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Jaron cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
Senior Vice President, Medical Wealth Advisor II
Truist Wealth
1-2024 - 12-2024
Vice President, Commercial Banking Relationship Manager - Healthcare Financial Services
VNB New York LLC, subsidiary of Valley Nat. Bank
1-2020 - 1-2024
Vice President Commercial Banking
Bank of America
5-2017 - 11-2020
Private Client Manager
Bank of America Private Bank
4-2013 - 4-2017
Private Banking Associate
Bank of America Private Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2021
Master of Business Administration - MBA
Fox School of Business at Temple University
8-2006 - 5-2010
Bachelor of Arts - BA
Rollins College
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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