Jessica Quaid Menendez in

Jessica Quaid Menendez

Enthusiast · DISC type i
Director of Operations at Sandy Morris Financial and Estate Planning Services, LLC
📍 Tampa, 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.

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Experience
14 Years
Current Role
Director of Operations
Location
Tampa, Florida, United States
Personality Overview

How Jessica shows up

Amiable & Agreeable
Consensus Focused
Non-Confrontational

They prefer to build relationships rather than staying totally transactional. They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

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

8-2025 - 2-2026
Director of Operations
Sandy Morris Financial and Estate Planning Services, LLC
8-2022 - 7-2025
Director of Operations
Northwestern Mutual
6-2021 - 6-2023
Founder and Chief Executive Officer
The Gift Matchmaker
10-2013 - 5-2021
Director of Planning & Operations
Northwestern Mutual
6-2013 - 9-2013
Director of Marketing and Communications
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education

Jessica has no verified education history

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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Steven Zanolli
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