Nicholas I. Quartarano, CFP® in

Nicholas I. Quartarano, CFP®

Evaluator · DISC type SDC
Vice President | Senior Relationship Manager at TD Private Client Group, a business of TD Wealth
📍 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
20 Years
Current Role
Vice President | Senior Relationship Manager
Job Level
Leadership
Location
United States
Personality Overview

How Nicholas shows up

Hard To Convince
Thorough Evaluator
Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Nicholas cares about

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

Work history

8-2013
Vice President | Senior Relationship Manager
TD Private Client Group, a business of TD Wealth
10-2010 - 8-2013
Assistant Vice President | Private Banking Specialist
TD Private Client Group, a business of TD Wealth
1-2010 - 10-2010
Regional Bank Private Banker
Wachovia, A Wells Fargo Company
4-2007 - 1-2010
Senior Financial Specialist
Wachovia, A Wells Fargo Company
8-2005 - 4-2007
Customer Sales Representive
TD Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2005
Bachelor of Arts - BA
University at Albany
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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