Steve Zeller, MBA in

Steve Zeller, MBA

Evaluator · DISC type DSc
Financial Planning and Data Analytics Specialist at Crossroads
📍 West Chester, Pennsylvania, 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
16 Years
Current Role
Financial Planning and Data Analytics Specialist
Job Level
Junior
Location
West Chester, Pennsylvania, United States
Personality Overview

How Steve shows up

Thorough Evaluator
Fast But Analytical
Quality Focused

They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Steve cares about

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

Work history

5-2025
Financial Planning and Data Analytics Specialist
Crossroads
7-2022
Financial Performance & Analytics Manager
Argosy Private Equity
5-2019 - 7-2022
Pricing Strategy Senior Financial Analyst
AscellaHealth LLC
7-2018 - 5-2019
Senior Pricing Data Analyst
Quest Diagnostics
11-2015 - 6-2018
Financial Planning & Analysis Supervisor
Elwyn Specialty Care
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2017
Master of Business Administration (MBA)
Saint Joseph's University
2006 - 2010
Bachelor's degree
Saint Joseph's University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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