Sharon J Kaufman in

Sharon J Kaufman

Login to view DISC.
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.

Login to view overview
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

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.

Login to view personality overview.
Priorities

Topics Sharon cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
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.
Login to view
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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Sharon. Free, 10 seconds.