Robert Tancredi in

Robert Tancredi

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Private Client Banker at JPMorgan Chase & Co.
📍 Charlotte, North Carolina, 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
6 Years
Current Role
Private Client Banker
Location
Charlotte, North Carolina, United States
Personality Overview

How Robert 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 Robert cares about

Strategic Priorities
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Career

Work history

5-2023
Private Client Banker
JPMorgan Chase & Co.
9-2021 - 5-2023
Relationship Banker
JPMorgan Chase & Co.
9-2020 - 9-2021
Merrill Financial Solutions Advisor
Merrill Lynch
9-2019 - 3-2020
Sales Operations Associate
Bandalier
8-2018 - 5-2019
Lead Marketing Intern
HowDo Rentals LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1-2023 - 2-2024
MBA
Valar Institute
2018 - 2020
Bachelor of Arts - BA
Binghamton University
8-2016 - 5-2018
No Degree
Commonwealth University-Bloomsburg
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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