Sam C. in

Sam C.

Questioner · DISC type c
Investment Banking Associate at Wells Fargo
📍 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
7 Years
Current Role
Investment Banking Associate
Location
New York, New York, United States
Personality Overview

How Sam shows up

Price-Sensitive
Systematic
Value Seeker

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Priorities

Topics Sam cares about

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

Work history

7-2025
Investment Banking Associate
Wells Fargo
8-2023 - 7-2025
Investment Banking Analyst
Wells Fargo
6-2022 - 8-2023
Investment Banking Analyst
Wells Fargo
4-2021 - 5-2022
President
Sigma Phi Society - Alpha of Wisconsin
4-2021 - 4-2022
President
Economics Student Association (UW)
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2022
BA
University of Wisconsin-Madison
2014 - 2018
Education details unavailable
Oregon High 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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