Josh R in

Josh R

Questioner · DISC type c
Portfolio Manager / Trader at Family Office holding company
📍 Charlotte Metro, 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
Portfolio Manager / Trader
Job Level
Middle
Location
Charlotte Metro, United States
Personality Overview

How Josh shows up

Value Seeker
Price-Sensitive
Systematic

They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


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

6-2010
Portfolio Manager / Trader
Family Office holding company
7-2006 - 5-2010
Technology Contractor
Self Employed
8-1998 - 5-2004
Technology Manager
Microsoft
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 1999
Graduate
Brigham Young University
1994 - 1997
Bachelor's Degree
Brigham Young University
1990
High School Diploma
Beech Senior High School
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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