Susie Quan in

Susie Quan

Wildcard · DISC type sic
Client Experience Specialist at JPMorgan Chase & Co.
📍 San Francisco, California, 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 overviewLogin to view overview
Experience
18 Years
Current Role
Client Experience Specialist
Job Level
Junior
Location
San Francisco, California, United States
Personality Overview

How Susie shows up

Requires Proof
Friendly But Slow
Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Priorities

Topics Susie cares about

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

Work history

7-2023
Client Experience Specialist
JPMorgan Chase & Co.
9-2022 - 7-2023
Client Service Specialist
First Republic Bank
7-2022 - 9-2022
Banking Specialist III- Sales
First Bank
5-2021 - 5-2022
Account Manager
Finance of America Mortgage LLC
5-2021 - 5-2022
Account Manager
Finance of America Mortgage LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
Bachelor of Business Administration - BBA
San Francisco State University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other JPMorgan Chase & Co. Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

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