Jeffrey Tan in

Jeffrey Tan

Enthusiast · DISC type i
2025 Private Equity Summer Analyst at StepStone 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
4 Years
Current Role
2025 Private Equity Summer Analyst
Job Level
Junior
Location
New York, New York, United States
Personality Overview

How Jeffrey shows up

Consensus Focused
Story Driven
Non-Confrontational

They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

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

6-2025
2025 Private Equity Summer Analyst
StepStone Group
7-2024
Incoming 2025 Private Equity Summer Analyst
StepStone Group
2-2025
Incoming 2026 Investment Banking Summer Analyst
Morgan Stanley
1-2025
VP of New Member Education
Cornell Alternative Investments
12-2023 - 1-2025
VP of Alumni Relations
Cornell Alternative Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2023 - 5-2027
Bachelor of Science in Applied Economics and Management
Cornell University
9-2019 - 6-2023
Advanced Regents Diploma
Stuyvesant High School
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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