Kathryn (Jancsy) Figueredo in

Kathryn (Jancsy) Figueredo

Login to view DISC.
Wealth Offerings Leader at Fidelity Investments
📍 Greater Boston, 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 overview
Experience
10 Years
Current Role
Wealth Offerings Leader
Location
Greater Boston, United States
Personality Overview

How Kathryn 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.

Login to view personality overview.
Priorities

Topics Kathryn cares about

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

Work history

9-2024 - 8-2025
Wealth Offerings Leader
Fidelity Investments
4-2022 - 9-2024
Director, Wealth Management Experience
Fidelity Investments
1-2020 - 4-2022
Senior Account Supervisor
Fidelity Investments
8-2018 - 1-2020
Account Supervisor
Fidelity Investments
3-2016 - 8-2018
Digital Campaign Manager
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2011 - 2015
Marketing
Providence College
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.

Login to view DISC.

Other Fidelity Investments Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

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