Philip Travaglini, CLF in

Philip Travaglini, CLF

Doer · DISC type sd
Senior Managing Director at Worthington Financial Partners
📍 Washington DC-Baltimore Area, 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
26 Years
Current Role
Senior Managing Director
Job Level
Senior
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Philip shows up

Strategic Planner
Fast-paced
Deliberate Doer

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. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Philip cares about

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

Work history

2-2018
Senior Managing Director
Worthington Financial Partners
9-2015 - 2-2018
Sales Manager, Director of Advisor Development and Advisor Teaming
Aspire Wealth Planners
3-2010 - 8-2015
Agency Sales Director
MetLife
8-2004 - 3-2010
Managing Associate
Creative Financial Group
4-2000 - 8-2004
Financial Representitive
Creative Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1992 - 1995
Associate's degree
Delaware County Community College
1989 - 1992
Education details unavailable
Ridley High School
Education details unavailable
The American College of Financial Services
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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