Sharon J Kaufman in

Sharon J Kaufman

Enigma · DISC type idc
Director, Financial Operations at Ellevest
📍 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
11 Years
Current Role
Director, Financial Operations
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Sharon shows up

Challenger
Persuasive & Assertive
Hard To Convince

They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Priorities

Topics Sharon cares about

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

Work history

4-2022
Director, Financial Operations
Ellevest
7-2020 - 4-2022
Senior Financial Operations Manager
Ellevest
7-2018 - 7-2020
Director, Trading & Financial Planning
Epstein & White Retirement Income Solutions, LLC
2-2016 - 7-2018
Client Engagement
eMoney Advisor
8-2013 - 7-2015
Graduate Assistant
Wesley College - Delaware
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2018
Master of Science in Business Administration- Financial and Tax Planning (MSBA-FTP)
San Diego State University
2013 - 2015
Master of Business Administration (M.B.A.)
Wesley College, Delaware
Social presence
in
Behavioral profile

DISC profile (public)

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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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