Joseph Kohn in

Joseph Kohn

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Financial Advisor at Equitable Advisors
📍 New York City Metropolitan 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.

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Experience
6 Years
Current Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Joseph shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joseph cares about

Strategic Priorities
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Career

Work history

9-2024
Financial Advisor
Equitable Advisors
1-2021 - 5-2024
Vice President Operations
Michigan Collegiate Investment Group
6-2023 - 8-2023
Wealth Management Intern
Bleakley Financial Group
6-2022 - 12-2022
Business Development Intern
Stewbowie, LLC
8-2022 - 10-2022
Brand Ambassador
Lucra Sports
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 2024
Bachelor's degree
University of Michigan
9-2016 - 6-2020
Education details unavailable
Blind Brook High School
Social presence
in
Behavioral profile

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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