Thomas Caporaso in

Thomas Caporaso

Captain · DISC type DS
Junior Financial advisor at Wealth Planning Advisory Group
📍 Lebanon, New Jersey, 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
8 Years
Current Role
Junior Financial advisor
Location
Lebanon, New Jersey, United States
Personality Overview

How Thomas shows up

Decisive But Calm
Dynamic But Sincere
Planner & Achiever

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Thomas cares about

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

Work history

6-2021
Junior Financial advisor
Wealth Planning Advisory Group
1-2018 - 11-2021
Inside Sales Representative
Cascades
11-2015 - 3-2016
Sale Representative
Green Mountain Energy Company
6-2015 - 9-2015
Agency Intern
Prudential Financial
6-2010 - 9-2010
Lifeguard
Silver Saddle Swim Club
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2016
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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