Marlene Del Carpio, MBA in

Marlene Del Carpio, MBA

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Associate Director of Operations at Summit Financial
📍 Caldwell, 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.

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Experience
18 Years
Current Role
Associate Director of Operations
Job Level
Mid-senior
Location
Caldwell, New Jersey, United States
Personality Overview

How Marlene 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.

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Priorities

Topics Marlene cares about

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

Work history

7-2024
Associate Director of Operations
Summit Financial
9-2022 - 7-2024
Client Implementation and Reporting Manager
Jennison Associates LLC
8-2016 - 3-2023
Assistant Vice President
Jennison Associates LLC
7-2010 - 8-2016
Team Lead, Investor Services
Jennison Associates LLC
2-2009 - 1-2010
Investment Advisor Assoc.
WealthQuest Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2020
Master of Business Administration - MBA
NYU Stern School of Business
Bachelor of Science
Rutgers Business School
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.

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