Jason Fishman in

Jason Fishman

Questioner · DISC type c
Virtual Premier Banker at Truist
📍 Dallas-Fort Worth Metroplex, 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
16 Years
Current Role
Virtual Premier Banker
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Jason shows up

Price-Sensitive
Value Seeker
Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms. They prefer to analyze every situation thoroughly.


Priorities

Topics Jason cares about

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

Work history

1-2023
Virtual Premier Banker
Truist
10-2021 - 12-2022
Virtual Premier Specialist
Truist
3-2021 - 10-2021
Private Client Banker
JPMorgan Chase & Co.
7-2019 - 3-2021
Private Client Banker
JPMorgan Chase & Co.
10-2014 - 7-2019
Relationship Banker
JPMorgan Chase & Co.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2019
Master of Business Administration - MBA
Long Island University
2004 - 2008
Bachelor of Science (B.S.)
Long Island University
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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