Jason Gonzalez in

Jason Gonzalez

Examiner · DISC type cs
Securities Based Lending Analyst - Latin Amerca at J.P. Morgan Private Bank
📍 New York, New York, 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
2 Years
Current Role
Securities Based Lending Analyst - Latin Amerca
Job Level
Junior
Location
New York, New York, United States
Personality Overview

How Jason shows up

Tough To Convince
Late Adopter
Overcautious

They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

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

7-2025
Securities Based Lending Analyst - Latin Amerca
J.P. Morgan Private Bank
12-2023 - 7-2025
Relationship Banker
JPMorgan Chase & Co.
8-2022 - 12-2023
Associate 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
1-2025 - 5-2027
Master of Business Administration - MBA
NYU Stern School of Business
Bachelor's degree
Wilmington University
Master of Business Administration - MBA
NYU Stern 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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