Steven Hafner in

Steven Hafner

Examiner · DISC type cs
Managing Partner, COO Private Client Services at True Alpha Wealth Management
📍 Ohio, 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
29 Years
Current Role
Managing Partner, COO Private Client Services
Job Level
Leadership
Location
Ohio, United States
Personality Overview

How Steven shows up

Unexpressive
Late Adopter
Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Steven cares about

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

Work history

7-2020
Managing Partner, COO Private Client Services
True Alpha Wealth Management
2-2015 - 7-2020
Vice President-Wealth Management
UBS
1-2003 - 2-2015
Vice President, Senior Financial Consultant, Accredited Investment Fiduciary
Citizens Bank
6-2000 - 1-2003
Financial Consultant, Certified Financial Manager
Merrill Lynch
2-1997 - 6-2000
Financial Advisor
Prudential Securities
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Business Administration
The Ohio State University Fisher College of Business
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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