Brian Houle in

Brian Houle

Wildcard · DISC type isc
Financial Advisor at Morgan Stanley
📍 San Francisco, California, 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
6 Years
Current Role
Financial Advisor
Location
San Francisco, California, United States
Personality Overview

How Brian shows up

Requires Proof
ROI Driven
Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Priorities

Topics Brian cares about

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

Work history

6-2024
Financial Advisor
Morgan Stanley
9-2019 - 6-2024
Registered Client Service Associate
Morgan Stanley
3-2019 - 9-2019
Client Services Associate
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2014 - 6-2018
Bachelor of Science - BS
University of Oregon Lundquist College of Business
Social presence
in
Behavioral profile

DISC profile (public)

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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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