Nikolas Refanidis in

Nikolas Refanidis

Captain · DISC type DS
Private Client Banker at JPMorgan Chase Bank, N.A. at JPMorgan Chase Bank, N.A.
📍 San Francisco, California, 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
9 Years
Current Role
Private Client Banker at JPMorgan Chase Bank, N.A.
Location
San Francisco, California, United States
Personality Overview

How Nikolas shows up

Output-Driven
Consummate Professional
Decisive But Calm

They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Nikolas cares about

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

Work history

3-2022
Private Client Banker at JPMorgan Chase Bank, N.A.
JPMorgan Chase Bank, N.A.
6-2019 - 3-2022
Relationship Banker
JPMorgan Chase Bank, N.A.
1-2019 - 6-2019
Financial Services Professional
NYLIFE Securities LLC
7-2018 - 6-2019
Agent at New York Life Insurance Company
New York Life Insurance Company
9-2016 - 10-2018
Cashier
Whole Foods Market
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Bachelor of Business Administration - BBA
San Francisco State University, Lam Family College of Business
Education details unavailable
San Francisco State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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