Josh Nardi in

Josh Nardi

Wildcard · DISC type cis
Financial Advisor at WestPac Wealth Partners
📍 Henderson, Nevada, 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
16 Years
Current Role
Financial Advisor
Location
Henderson, Nevada, United States
Personality Overview

How Josh shows up

Curious But Skeptical
ROI Driven
Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Priorities

Topics Josh 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

3-2025
Financial Advisor
WestPac Wealth Partners
8-2019
Real Estate Investor
Nardi Properties LLC
8-2019 - 9-2021
Loan Officer
Fairway Independent Mortgage Corp.
12-2016 - 8-2019
Mortgage Loan Specialist
New American Funding
1-2009 - 11-2012
Loan Officer
First Mortgage Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2001 - 2005
Bachelor of Science in Marketing
University of Illinois Chicago
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.

More profiles

Discover additional public profiles from our index.

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