Noel San Martin in

Noel San Martin

Energizer · DISC type I
Private Client Banker at JPMorgan Chase Bank N.A.
📍 San Diego, 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
10 Years
Current Role
Private Client Banker
Location
San Diego, California, United States
Personality Overview

How Noel shows up

Believer
Informal
Big Picture Person

Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are always positive and upbeat, so take their promises with a pinch of salt. They are friendly, approachable and love to make new connections.

Priorities

Topics Noel cares about

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

Work history

3-2023
Private Client Banker
JPMorgan Chase Bank N.A.
7-2022 - 3-2023
Relationship Banker
Wells Fargo
7-2021 - 7-2022
Personal Banker
Wells Fargo
4-2020 - 11-2021
SBA PPP & FORGIVENESS REVIEWER
Wells Fargo
6-2018 - 3-2020
Personal Banker
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Business Administration
San Diego City College
2009 - 2013
Education details unavailable
Mar Vista Senior High School
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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