Paula Ruiz Leal in

Paula Ruiz Leal

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High Net Worth Service Associate II at Fidelity Investments
📍 New York, New York, 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.

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Experience
7 Years
Current Role
High Net Worth Service Associate II
Location
New York, New York, United States
Personality Overview

How Paula shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Paula cares about

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

Work history

1-2023
High Net Worth Service Associate II
Fidelity Investments
9-2021 - 1-2023
High Net Worth Service Associate
Fidelity Investments
1-2021 - 9-2021
High Net Worth Onboarding Specialist, Senior Associate
Vanguard
1-2020 - 12-2020
Onboarding Specialist
Vanguard
8-2019 - 1-2020
Personal Investors Client Services Representative
Vanguard
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2018
Bachelor of Business Administration - BBA
Florida International University - College of Business
2015 - 2016
Associate of Arts - AA
Santa Fe College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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