Alan Shlesinger in

Alan Shlesinger

Collaborator · DISC type is
Financial Advisor at Morgan Stanley
📍 Miami, Florida, 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
Financial Advisor
Location
Miami, Florida, United States
Personality Overview

How Alan shows up

Appreciative
Example Driven
Fair-minded

They are more likely to opt for solutions that are proven in the market. Scenarios where both sides can come out as winners appeal to them greatly. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Priorities

Topics Alan cares about

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

Work history

5-2010
Financial Advisor
Morgan Stanley
9-2008 - 5-2010
Financial Advisor
Barclays Wealth Management
12-2006 - 9-2008
Financial Advisor
Lehman Brothers
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2002 - 5-2006
Bachelor of Business Administration - BBA
Bentley University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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