Marchaun M. in

Marchaun M.

Collaborator · DISC type si
Assistant Vice President at Western & Southern Financial Group
📍 Cincinnati, Ohio, United States

Marchaun M. is an Assistant Vice President and Advanced Markets Consultant at Western & Southern Financial Group. He leverages his Doctor of Law degree from Northeastern University to provide expert support in tax, estate, and business planning for financial advisors and their clients.

He has a demonstrated interest in civic engagement, having served as the treasurer for a city council campaign. In this role, he managed weekly expense and donation reporting, monitored cash flows, and advised on marketing strategy expenses, showcasing his financial acumen in a political context.

Unique fact: Marchaun combines a legal education with deep expertise in financial services to navigate complex planning challenges.

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Experience
8 Years
Current Role
Assistant Vice President
Job Level
Senior
Location
Cincinnati, Ohio, United States
Personality Overview

How Marchaun shows up

Consensus Builder
Appreciative
Example Driven

Scenarios where both sides can come out as winners appeal to them greatly. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to opt for solutions that are proven in the market.

Priorities

Topics Marchaun cares about

Estate Planning
He actively posts about the impact of changing exemption amounts on estates and the importance of timely planning with professional advisors.
Business Succession
He analyzes and shares insights on strategies like stock redemption for buy-sell agreements between business owners.
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Career

Work history

10-2023
Assistant Vice President
Western & Southern Financial Group
5-2023 - 1-2024
Treasurer
Skeens Committee for City Council, At-Large
1-2021 - 10-2023
Financial Planner at Pruco Securities, LLC
Prudential Financial
3-2019 - 1-2021
Financial Planner
Baystate Financial
4-2017 - 3-2019
Financial Services Professional
NYLIFE Securities LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Doctor of Law - J.D.
Northeastern University School of Law
Bachelor of Arts
Tufts University
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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