Josh Herlan, MSQF in

Josh Herlan, MSQF

Questioner · DISC type c
CEO/Founder at Future U Financial, Inc.
📍 Tulsa 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
CEO/Founder
Location
Tulsa Metropolitan Area, United States
Personality Overview

How Josh shows up

Price-Sensitive
Cautious & Analytical
Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Josh cares about

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

Work history

9-2020
CEO/Founder
Future U Financial, Inc.
1-2025
Adjunct Professor
Oklahoma State University
3-2012 - 9-2020
Financial Advisor
Morgan Stanley
6-2008 - 3-2012
Financial Advisor
Merrill Lynch
2-2000 - 2-2009
Staff Sergeant
United States Army Reserve
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2019 - 5-2021
Masters of Quantitative Finance
Oklahoma State University
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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