Milan Suri
Critic · DISC type CMilan Suri is a Managing Director at Northwestern Mutuals Park Avenue office, focusing on advisor growth and development. His background spans wealth management at UBS, venture capital at IA Capital Group, and entrepreneurship as the founder of Pensio Inc. , an insurtech startup. He holds Series 24 and 63 certifications.
Outside of his primary role, Milan is a founding member of JFFs Corporate Innovation Council, advising tech entrepreneurs on workforce equity and economic mobility. He is an ardent Georgetown Hoya basketball fan and enjoys discovering new restaurants with his wife, Caryn, and their daughter, Colette.
He founded an insurtech startup, Pensio Inc. , to provide simplified, guaranteed retirement income through a modern annuity.
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It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often. Unless the value is proven by data, they are unlikely to value fancy features.
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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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