Jerry Chen in

Jerry Chen

Login to view DISC.
Financial Services Professional at WFG - World Financial Group
📍 Eatontown, 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.

Login to view overview
Experience
17 Years
Current Role
Financial Services Professional
Job Level
Middle
Location
Eatontown, New Jersey, United States
Personality Overview

How Jerry 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 Jerry cares about

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

Work history

8-2020
Financial Services Professional
WFG - World Financial Group
8-2020
Campaign Manager
WORLD SYSTEM BUILDER
2-2015
Restaurant Owner
Tung Hing Kitchen
10-2012 - 1-2015
Counselor
Consumer Credit Counseling Service
8-2007 - 12-2010
Counselor
Consumer Credit Counseling Service/ ClearPoint Credit Counseling Solutions
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
9-2003 - 5-2005
Bachelor's degree
New Jersey Institute of Technology
1999 - 2002
Associate of Science - AS
Brookdale Community College
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.

More profiles

Discover additional public profiles from our index.

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