Joe Jacobs in

Joe Jacobs

Visionary · DISC type Ds
Mortgage Broker at Intention Financial Group
📍 San Francisco Bay Area, 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
22 Years
Current Role
Mortgage Broker
Location
San Francisco Bay Area, United States
Personality Overview

How Joe shows up

Direct & Assertive
Objective Evaluator
Early Adopter

They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Joe cares about

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

Work history

12-2022
Mortgage Broker
Intention Financial Group
4-2018 - 12-2022
Branch Sales Manager NMLS #453314
loanDepot
11-2015 - 4-2018
Branch Manager NMLSR 453314
Wells Fargo Home Mortgage
2-2014 - 11-2015
Licensed REALTOR® CA BRE #01944934
Sonoma and Marin County Realtor
3-2013 - 11-2013
Mortgage Loan Officer
PrimeLending
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2008
B.S.
Sonoma State University
2004 - 2006
A.A.
Santa Rosa Junior College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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