Jeffrey R. McMahon in

Jeffrey R. McMahon

Sharpshooter · DISC type CD
Private Client Banker II at JPMorgan Chase Bank, N.A.
📍 Westfield, New Jersey, 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
32 Years
Current Role
Private Client Banker II
Location
Westfield, New Jersey, United States
Personality Overview

How Jeffrey shows up

Rigorous & Demanding
ROI Driven
Precise But Practical

They do not care very much about building rapport or relationships. They respond well to strong and respectful communication. They like to stay in control of the negotiation or defining of the terms.

Priorities

Topics Jeffrey cares about

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

Work history

4-2022
Private Client Banker II
JPMorgan Chase Bank, N.A.
11-2020 - 4-2022
Managing Director
Planning Alliance, LLC
1-1996 - 11-2020
Manager, Financial Services/Financial Advisor
Prudential Financial
1-1993 - 5-1996
Financial Professional
Prudential Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-1985 - 1-1986
Computer Science
UCNJ Union College of Union County, NJ
9-1982
Architectural Engineering
Union County Vocational Technical School
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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