Jay Fortuna in

Jay Fortuna

Researcher · DISC type Cs
Managing Director-National Accounts, Senior Vice President at Capital Wealth Planning, LLC
📍 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
33 Years
Current Role
Managing Director-National Accounts, Senior Vice President
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Jay shows up

ROI Seeker
Cost Conscious
Perfectionist

They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Jay cares about

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

Work history

1-2024
Managing Director-National Accounts, Senior Vice President
Capital Wealth Planning, LLC
5-2019 - 9-2023
Senior Strategic Account Manager
Invesco US
1-2016 - 5-2019
SVP, Director of National B/D Strategic Accounts
OppenheimerFunds
1-2012 - 1-2016
VP, Director of Wirehouse Strategic Accounts
OppenheimerFunds
1-2002 - 1-2012
Vice President, Senior Relationship Manager
OppenheimerFunds
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1984 - 1988
Bachelor's degree
Miami 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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