Jeremy Netka in

Jeremy Netka

Energizer · DISC type I
Director of Client Service at Marks Group Wealth Management
📍 Minneapolis, Minnesota, 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
15 Years
Current Role
Director of Client Service
Job Level
Mid-senior
Location
Minneapolis, Minnesota, United States
Personality Overview

How Jeremy shows up

Enthusiastic
Imaginative
Informal

They are not always early adopters but can be pursuaded by leveraging strong relationships. They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt.

Priorities

Topics Jeremy cares about

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

Work history

11-2021
Director of Client Service
Marks Group Wealth Management
12-2017 - 11-2021
Onboarding Specialist
Marks Group Wealth Management
8-2016 - 11-2017
Licensed Personal Banker 2
Wells Fargo
7-2015 - 8-2016
Personal Banker 2
Wells Fargo
8-2013 - 6-2015
Personal Banker
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2012
Bachelor of Business Administration (BBA)
University of Minnesota Duluth
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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