Andrew Leoni, CFP® in

Andrew Leoni, CFP®

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Executive Director | CERTIFIED FINANCIAL PLANNER™ | Portfolio Management Director | FA at Morgan Stanley
📍 Greater Chicago Area, 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
1 Years
Current Role
Executive Director | CERTIFIED FINANCIAL PLANNER™ | Portfolio Management Director | FA
Job Level
Senior
Location
Greater Chicago Area, United States
Personality Overview

How Andrew 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 Andrew cares about

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

Work history

3-2013
Executive Director | CERTIFIED FINANCIAL PLANNER™ | Portfolio Management Director | FA
Morgan Stanley
4-2013 - 7-2016
Elected School Board Trustee
Kirby School District 140 School Board
10-2013 - 9-2014
Chapter President
Tinley Park Jaycees
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003
Master of Business Administration
RIDER UNIVERSITY, Graduate School of Business
2001
Bachelor of Arts
Albion College
1993 - 1997
High School Diploma
Victor J. Andrew and Ben Franklin High School
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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