Jason Leberfeld in

Jason Leberfeld

Inspirer · DISC type id
Vice President, Private Client Relationship Manager at TD Wealth - Private Client Group
📍 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
18 Years
Current Role
Vice President, Private Client Relationship Manager
Job Level
Senior
Location
New York, New York, United States
Personality Overview

How Jason shows up

Generous
Confident & Optimistic
Charming & Persuasive

They measure a product on its merit but can be influenced by strong testimonials. They don’t mind taking a stand if they believe in something. They usually prefer to drive the conversation.

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

5-2021
Vice President, Private Client Relationship Manager
TD Wealth - Private Client Group
6-2014 - 5-2021
Vice President, Private Client Relationship Manager
Citi
7-2012 - 6-2014
Vice President, Premier Relationship Advisor
HSBC
6-2010 - 6-2012
Financial Advisor
Merrill Lynch
1-2007 - 6-2010
Sr. Assistant Manager
AIG - American General Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019
Executive School of Education
The Wharton School
2002 - 2006
Bachelors
Stony Brook University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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