R. David Fritz, Jr., CLU in

R. David Fritz, Jr., CLU

Examiner · DISC type cs
Managing Partner/Owner at Executive Benefits Network
📍 Milwaukee, Wisconsin, 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
Managing Partner/Owner
Location
Milwaukee, Wisconsin, United States
Personality Overview

How R. shows up

Late Adopter
Process Oriented
Tough To Convince

They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics R. cares about

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

Work history

6-2001
Managing Partner/Owner
Executive Benefits Network
6-1993
Financial Advisor
Northwestern Mutual
1-1990 - 5-1993
Sales Manager-Employee Benefits Division
UNUM Life Insurance Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1982 - 1986
BA
Williams College
1981 - 1982
Education details unavailable
Phillips Andover Academy
1967 - 1981
Education details unavailable
University School of Milwaukee
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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