Jennifer Shulman, MBA, CDMM in

Jennifer Shulman, MBA, CDMM

Examiner · DISC type cs
Owner at Simply Balanced Solutions: Daily Money Manager
📍 St. Petersburg, Florida, 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
18 Years
Current Role
Owner
Location
St. Petersburg, Florida, United States
Personality Overview

How Jennifer shows up

Overcautious
Status Quo Seeker
Process Oriented

The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Priorities

Topics Jennifer cares about

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

Work history

9-2013
Owner
Simply Balanced Solutions: Daily Money Manager
7-2009 - 4-2011
Owner
Granite Top Goodies, LLC
10-2008 - 5-2009
Auditor
Dowell & Perez, P.A.
6-2007 - 10-2008
Senior Accountant
Checkers Drive In Restaurants, Inc.
12-2005 - 5-2007
Auditor
Kirkland, Russ, Murphy & Tapp, PA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1-2004
MBA
Saint Leo University
6-2002
BS
University of Florida
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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