Jeffrey Marshall in

Jeffrey Marshall

Login to view DISC.
SVP, Head of Consumer Lending at Needham Bank
📍 Greater Boston, 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.

Login to view overview
Experience
41 Years
Current Role
SVP, Head of Consumer Lending
Job Level
Leadership
Location
Greater Boston, United States
Personality Overview

How Jeffrey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Jeffrey cares about

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

Work history

12-2017
SVP, Head of Consumer Lending
Needham Bank
2014 - 2017
Director of Region Support, SVP
Santander Bank, N.A.
2011 - 2014
Market Administration Manager - Business Banking, SVP
Citizens Bank
2010 - 2011
Senior Business Sales Manager, SVP
Citizens Bank
2005 - 2010
Sales Support & Analysis, Retail Branch Banking, VP
Citizens Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
1980 - 1984
BBA
Northwood University
2007 - 2008
Advanced Leadership Development Program
Babson College
1980 - 1981
Public Policy Study
Foundation for Economic Education (FEE)
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Needham Bank Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jeffrey. Free, 10 seconds.