Tatiana Novozhilova, CFP®,CRPC®,AWMA®,APMA®, CSRIC® in

Tatiana Novozhilova, CFP®,CRPC®,AWMA®,APMA®, CSRIC®

Critic · DISC type C
Wealth Planner, VP at Neuberger Berman
📍 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
18 Years
Current Role
Wealth Planner, VP
Job Level
Senior
Location
New York, New York, United States
Personality Overview

How Tatiana shows up

Negotiator
Objective Thinker
Critic

They like to do things independently and don’t look for support from others. They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Tatiana cares about

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

Work history

5-2021
Wealth Planner, VP
Neuberger Berman
11-2020 - 4-2021
Advisory Consultant
TIAA
9-2014 - 10-2020
Financial Consultant
TIAA
1-2012 - 8-2014
Financial Solutions Advisor,VP
Merrill Edge
3-2007 - 2-2012
Financial Advisor, VP
JPMorgan Chase
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
5-2019 - 8-2021
Master of Science - MS
College for Financial Planning
5-2017 - 5-2017
CFP Board-Teaching Program
Columbia University
2007 - 2008
Certified Financial Planner Program Certification
Fairleigh Dickinson University-Florham Campus
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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