Jessica Carranza in

Jessica Carranza

Editor · DISC type CS
Sports & Entertainment Group Wealth Advisor Associate at Truist Wealth
📍 San Diego County, California, 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
12 Years
Current Role
Sports & Entertainment Group Wealth Advisor Associate
Location
San Diego County, California, United States
Personality Overview

How Jessica shows up

Self-Disciplined
Objective Thinker
Fact-Driven

They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Priorities

Topics Jessica cares about

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

Work history

7-2024
Sports & Entertainment Group Wealth Advisor Associate
Truist Wealth
7-2023 - 7-2024
Manager, FRC Operations CCB
JPMorganChase
2-2020 - 7-2023
Preferred Banking Client Service Manager
First Republic Bank
10-2016 - 2-2020
Preferred Banking Client Service Assistant Manager
First Republic Bank
6-2014 - 10-2016
Preferred Banking Senior Client Service Associate
First Republic Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013
Bachelor of Arts - BA
UC San Diego
2021
Leadership Development Program
The Wharton School
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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