Nathalie Leclef, CPWA® in

Nathalie Leclef, CPWA®

Critic · DISC type C
Banker, Executive Director at J.P. Morgan Private Bank
📍 Washington DC-Baltimore 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
14 Years
Current Role
Banker, Executive Director
Job Level
Senior
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Nathalie shows up

Objective Thinker
Negotiator
Information Seeker

Unless the value is proven by data, they are unlikely to value fancy features. They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others.

Priorities

Topics Nathalie cares about

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

Work history

8-2021
Banker, Executive Director
J.P. Morgan Private Bank
9-2017 - 7-2021
Vice President / Executive Director
Goldman Sachs
2-2014 - 9-2017
Vice President
Goldman Sachs
10-2010 - 1-2014
Management Consultant
Accenture
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2022 - 6-2023
Certified Private Wealth Advisor (CPWA) Online Program
Yale School of Management
2009 - 2010
Master of Science (MSc)
Imperial College London
2006 - 2009
Bachelor of Science (BSc)
Royal Holloway, University of London
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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