Rafael Monge-Portaro in

Rafael Monge-Portaro

Enthusiast · DISC type i
President at Neighborhood Trust Federal Credit Union
📍 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
29 Years
Current Role
President
Location
New York, New York, United States
Personality Overview

How Rafael shows up

Story Driven
Optimistic
Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They are more about building relationships than just cutting deals.

Priorities

Topics Rafael cares about

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

Work history

11-2013
President
Neighborhood Trust Federal Credit Union
2010 - 2011
Head of Investment
EcoSecurities - JP Morgan
2007 - 2010
Investment Manager
EcoSecurities - JP Morgan
2006 - 2006
Corporate Finance Consultant
Argus
2000 - 2005
Sr. Financial Analyst
Rafter Ltd
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
MBA
Alliance Manchester Business School
Industrial Engineering
University of St Thomas
Sustainable Business and Technologies
Harvard University
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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