Sagar N. Shah in

Sagar N. Shah

Examiner · DISC type cs
Founder and Financial Planner at Seven Oaks Capital
📍 Red Bank, New Jersey, 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
15 Years
Current Role
Founder and Financial Planner
Job Level
Leadership
Location
Red Bank, New Jersey, United States
Personality Overview

How Sagar shows up

Process Oriented
Unexpressive
Tough To Convince

Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Sagar cares about

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

Work history

7-2015
Founder and Financial Planner
Seven Oaks Capital
7-2011
Financial Planner
Northwestern Mutual
5-2010 - 6-2011
Financial Representative - Intern
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2011
Bachelor of Science
Bryant University
2003 - 2007
High School Diploma
Ranney School
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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