Lisa Kops-Wendel, AIF®, MBA in

Lisa Kops-Wendel, AIF®, MBA

Critic · DISC type C
President at Wendel Financial Group
📍 Westfield, New Jersey, 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
37 Years
Current Role
President
Job Level
Senior
Location
Westfield, New Jersey, United States
Personality Overview

How Lisa shows up

Negotiator
Information Seeker
Precise

It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Lisa 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

10-2016
President
Wendel Financial Group
8-2009
Investment Advisor Representative & Registered Principal
United Planners Financial Services
3-1999 - 8-2009
Investment Advisor Representative
Waterstone Financial Group
3-1996 - 3-1999
Senior Vice President
Mondex/MasterCard International
12-1989 - 11-1995
Vice President, Global Debit Services
MasterCard International
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
BA
Rutgers University
DESCAF (MBA)
École Supérieure de Commerce Et de Management - ESCEM
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 Lisa. Free, 10 seconds.