Joseph Sulentor in

Joseph Sulentor

Evaluator · DISC type cds
First Vice President at RBC Wealth Management
📍 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
24 Years
Current Role
First Vice President
Job Level
Senior
Location
United States
Personality Overview

How Joseph shows up

Quality Focused
Fast But Analytical
Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Joseph cares about

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

Work history

8-2020
First Vice President
RBC Wealth Management
6-2009 - 8-2020
Second Vice President Financial Advisor
Morgan Stanley Wealth Management
6-2008 - 6-2009
Second Vice President Financial Advisor
Citi Group Smith Barney
1-2002 - 6-2008
Associate Director
UBS
2-2000 - 4-2001
Player
Minnesota Twins Baseball Club
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2003
MBA
Loyola Marymount University, College of Business Administration
1995 - 1999
BBA
Loyola Marymount University, College of Business Administration
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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