Johan S. Valencia in

Johan S. Valencia

Critic · DISC type C
Financial Consultant 1 at Fidelity Investments
📍 Dallas, Texas, 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.

Login to view overviewLogin to view overview
Experience
9 Years
Current Role
Financial Consultant 1
Job Level
Middle
Location
Dallas, Texas, United States
Personality Overview

How Johan shows up

Information Seeker
Precise
Negotiator

It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features. They prefer to analyze logically and value objective facts over emotions.

Priorities

Topics Johan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

10-2024
Financial Consultant 1
Fidelity Investments
1-2022 - 10-2024
Investment Consultant
Fidelity Investments
1-2021 - 1-2022
Central Relationship Manager
Fidelity Investments
11-2019 - 1-2021
Financial Representative
Fidelity Investments
2-2018 - 11-2019
Vice President of Investments
David Lerner Associates, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2012 - 2017
Bachelor’s Degree
Universidad Pontificia Bolivariana
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.

Other Fidelity Investments Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Johan. Free, 10 seconds.