John Mohan, CFP® in

John Mohan, CFP®

Critic · DISC type C
Vice President, Participant Engagement at Empower
📍 Greater Boston, 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
13 Years
Current Role
Vice President, Participant Engagement
Job Level
Senior
Location
Greater Boston, United States
Personality Overview

How John shows up

Negotiator
ROI Driven
Critic

They prefer to analyze logically and value objective facts over emotions. They are quite likely to negotiate on pricing or other key terms. They like to take decisions independently and do not seek others' support often.

Priorities

Topics John cares about

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

Work history

3-2023
Vice President, Participant Engagement
Empower
12-2022 - 4-2023
AVP, Participant Engagement
Empower
8-2018 - 12-2022
Director, Participant Engagement
Empower
11-2016 - 8-2018
Director, Participant Engagement
Advised Assets Group LLC
3-2013 - 10-2016
Investment Advisor Representative
Advised Assets Group LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2013
Financial Planning Certificate Program
Boston University
2007 - 2008
Bachelor of Arts (B.A.)
Eastern Nazarene College
2004 - 2007
Bachelor of Arts (B.A.)
Wheaton College
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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