Kevin Yeh in

Kevin Yeh

Examiner · DISC type sc
Private Client Banker at JPMorgan Chase Bank, N.A.
📍 New York, New York, 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
5 Years
Current Role
Private Client Banker
Location
New York, New York, United States
Personality Overview

How Kevin shows up

Late Adopter
Status Quo Seeker
Process Oriented

They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Priorities

Topics Kevin cares about

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

Work history

4-2024
Private Client Banker
JPMorgan Chase Bank, N.A.
4-2023 - 4-2024
Relationship Banker
JPMorgan Chase Bank, N.A.
8-2022 - 4-2023
Financial Analyst
The Plaza Hotel - CPS Events at The Plaza
6-2021 - 8-2022
Financial Analyst
The Jackfruit Company
12-2018 - 8-2022
Volunteer / Shelter Supervisor
American Red Cross
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1-2024 - 5-2025
Master of Science - Finance
Johnson & Wales University
2017 - 2021
Bachelor of Science - BS
University of Colorado Boulder - Leeds School of Business
2019 - 2019
Education details unavailable
Semester At Sea / ISE
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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