Xiujian (Jerry) Chen, PhD, CFA in

Xiujian (Jerry) Chen, PhD, CFA

Observer · DISC type ci
Senior Associate at Santander Bank, N.A.
📍 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
18 Years
Current Role
Senior Associate
Location
Greater Boston, United States
Personality Overview

How Xiujian shows up

Assertive
Value Driven
Example Seeker

They are generally strong communicators and are not easy to convince. They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Priorities

Topics Xiujian cares about

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

Work history

1-2019
Senior Associate
Santander Bank, N.A.
9-2017 - 1-2019
Risk Portfolio Manager
TD
6-2014 - 9-2017
Vice President, Sr Quantitative Analyst
Citizens Financial Group, Inc.
9-2007 - 6-2014
Visiting Assistant Professor
Binghamton University
8-2006 - 8-2007
Full-time Lecturer
California State University, Fullerton
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2006
Doctor of Philosophy (Ph.D.)
University of Oklahoma
1997 - 1999
Master of Arts (MA)
Bowling Green State University
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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