Tejas Borse in

Tejas Borse

Questioner · DISC type c
Compliance Advisor - Branch Audit at Commonwealth Financial Network
📍 Greater Boston, 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
Compliance Advisor - Branch Audit
Location
Greater Boston, United States
Personality Overview

How Tejas shows up

Value Seeker
Systematic
Price-Sensitive

They are more likely than others to negotiate on pricing and terms. They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Tejas cares about

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

Work history

7-2019
Compliance Advisor - Branch Audit
Commonwealth Financial Network
8-2017 - 7-2019
Assistant Vice President, Financial Solutions Advisor
Bank of America Merrill Lynch
10-2015 - 5-2017
Registered Client Service Associate
First Republic Private Wealth Management
8-2013 - 10-2015
Registered Client Service Associate
Morgan Stanley
6-2012 - 8-2013
Financial Service Representative
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2019
Master of Business Administration (M.B.A.)
Babson F.W. Olin Graduate School of Business
2008 - 2012
Bachelor of Arts
Binghamton University
2004 - 2008
Diploma
Essex Community Education Center UHSD #46
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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