Maureen Demers in

Maureen Demers

Critic · DISC type C
Principal at Demers Financial Planning
📍 Greater Boston, 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
25 Years
Current Role
Principal
Job Level
Senior
Location
Greater Boston, United States
Personality Overview

How Maureen shows up

Precise
ROI Driven
Negotiator

They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Maureen cares about

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

Work history

9-2009
Principal
Demers Financial Planning
9-1996 - 8-1998
Financial Planner
Mackensen & Company
12-1989 - 8-1996
Assistant Portfolio Manager
Appleton Partners, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1984 - 1988
Bachelor of Arts (B.A.)
Emmanuel College (Boston)
Financial Planning Certificate Program
Boston University
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.

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