Jim Shields
Login to view DISC.Jim Shields is a National Account Manager at Morningstar Wealth, bringing extensive experience from senior roles at Envestnet and Russell Investments. An alumnus of the University of Pennsylvania and Temples Fox School of Business, he holds the Certified Investment Management Analyst (CIMA) designation, specializing in asset management solutions and key account management.
Outside of his professional life, Jim is a dedicated husband, father, and veteran. He takes great pride in his familys accomplishments, frequently celebrating their milestones and new beginnings. He also shows a keen interest in supporting youth athletic programs and their communities.
Jim is a proud veteran of the armed forces.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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