Alicja A. Plonska CEPA, CDFA™ in

Alicja A. Plonska CEPA, CDFA™

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Senior Vice President, PM, Alternative Investments Director, IPD, Branch Manager at Morgan Stanley
📍 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.

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Experience
12 Years
Current Role
Senior Vice President, PM, Alternative Investments Director, IPD, Branch Manager
Job Level
Leadership
Location
United States
Personality Overview

How Alicja shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alicja cares about

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

Work history

2017
Senior Vice President, PM, Alternative Investments Director, IPD, Branch Manager
Morgan Stanley
9-2009 - 9-2017
Vice President, CDFA, PIA
Merrill Lynch
2012 - 1-2014
Board Member
Traffic club
2012 - 10-2013
Board Member
League of Women Voters of Philadelphia
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 1999
Master's degree
Temple University
1994 - 1999
Bachelor's degree
Temple University
Certificate
Université Lumière Lyon 2
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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