Patrick Kujawa AIF® in

Patrick Kujawa AIF®

Wildcard · DISC type sci
Regional Director at Halbert Hargrove
📍 Scottsdale, Arizona, 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
35 Years
Current Role
Regional Director
Job Level
Mid-senior
Location
Scottsdale, Arizona, United States
Personality Overview

How Patrick shows up

Curious But Skeptical
ROI Driven
Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Priorities

Topics Patrick cares about

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

Work history

5-2012
Regional Director
Halbert Hargrove
4-2011 - 3-2012
Vice President / Wirehouses - West
AQR Capital Management
12-2009 - 4-2011
Financial Advisor / Principal
Denk Strategic Wealth Partners
6-2008 - 1-2010
Associate Director
O'Shaughnessy Asset Management
5-1998 - 5-2008
Managing/Regional Director
Undiscovered Managers / JPMorgan Asset Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1986 - 1990
Bachelor of Business Administration (BBA)
University of Notre Dame
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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