Jeffrey F. Jeznach
Enthusiast · DISC type iJeffrey Jeznach is a seasoned wealth management executive with over two decades at Fidelity Investments. As Head of Strategic Clients, he leads the firms wealth management strategy across the U. S. He previously managed the New England region, overseeing $110B in assets. He holds a Bachelor of Arts from Clark University.
Jeffrey is actively involved in philanthropy, with a focus on childrens causes. He has served as a Director for the Make-A-Wish Foundation of Massachusetts and Rhode Island and has a history of supporting organizations like the Massachusetts Society for the Prevention of Cruelty to Children (MSPCC).
Unique fact: In a prior role, he managed Fidelitys entire New England marketplace, which included 11 offices, 240 employees, and more than $110 billion in assets under administration.
Read the full overview →How Jeffrey shows up
They tend to be agreeable by nature, so take their promises with a pinch of salt. They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.
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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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