Mark Weinstein in

Mark Weinstein

Visionary · DISC type Ds
Vice President of Business Development at Osaic
📍 Charleston, South Carolina Metropolitan Area, 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
19 Years
Current Role
Vice President of Business Development
Job Level
Senior
Location
Charleston, South Carolina Metropolitan Area, United States
Personality Overview

How Mark shows up

Goal-Oriented
Objective Evaluator
Fast But Thoughtful

Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Mark cares about

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

Work history

6-2023
Vice President of Business Development
Osaic
8-2021 - 6-2023
Vice President Business Development
Grove Point Financial
10-2020 - 9-2021
Regional Sales Executive
E*TRADE
6-2020 - 10-2020
Senior Vice President Business Development
Spire Investment Partners, LLC.
6-2012 - 4-2020
Regional Director
LPL Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2003
Business Managements Economics
University of California, Santa Cruz
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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