Jesse Geriak, CFA, CFE in

Jesse Geriak, CFA, CFE

Observer · DISC type ic
Director - Surveillance & Market Intelligence at FINRA
📍 Charlottesville, Virginia, 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
13 Years
Current Role
Director - Surveillance & Market Intelligence
Job Level
Mid-senior
Location
Charlottesville, Virginia, United States
Personality Overview

How Jesse shows up

Curious
Example Seeker
Value Driven

They are likely to ask many questions and look heavily for supporting information. They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Priorities

Topics Jesse cares about

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

Work history

9-2023
Director - Surveillance & Market Intelligence
FINRA
8-2017 - 9-2023
Associate Principal | Principal | Senior Principal Regulatory Associate - Market Investigations
FINRA
12-2014 - 8-2017
Junior | Senior Regulatory Associate, Corporate Financing
FINRA
2-2013 - 12-2014
Branch Team Lead
BB&T
4-2012 - 2-2013
Registered Financial Services Professional
New York Life & MainStay Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2011
Bachelor of Arts
University of Virginia
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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