Chelsea Clark

Evaluator
DISC Type : Dsc

Chief Operating Officer for Consulting Group at Morgan Stanley

New York, New York, United States

Overview

Chelsea Clark is the Chief Operating Officer for the Consulting Group at Morgan Stanley, where she has built her entire financial services career. She has progressed through roles including Product Support Specialist and Vice President. Clark holds a Bachelor of Science from the University of Delaware and Series 7 and 66 certifications.

Outside of her corporate role, Chelsea has a background in athletics, having previously worked as an Assistant Tennis Pro. This experience in a customer-facing and instructional role highlights her skills in coaching, customer relations, and sales, which she developed prior to her career in finance.

She is a recipient of an industry award from the Money Management Institute and Barrons, recognizing her teams significant achievements.

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Wealth Management
Her entire career has been within Morgan Stanley Wealth Management, culminating in her current role as COO for its Consulting Group.
Leadership & Development
She is an alumna of a Leadership Pathway program and publicly shares new job opportunities, indicating an interest in team growth and career development for others.
Financial Consulting
As the COO of the Consulting Group, she is deeply involved in the operational and strategic direction of providing advisory services to clients.

Media Appearances

Chelsea has no verified media appearances

Work History

4-2024
Chief Operating Officer for Consulting Group at Morgan Stanley
1-2021 - 4-2024
Executive Director at Morgan Stanley
4-2014 - 1-2021
Vice President - Consulting Group at Morgan Stanley Wealth Management
6-2012 - 4-2014
Consulting Group Product Support Specialist at Morgan Stanley Wealth Management
6-2006 - 8-2011
Assistant Manager at Madison Racquet and Swim Club

Education

2008 - 2012
Bachelor of Science from University of Delaware, Newark DE

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York, New York, United States Job Level : Leadership Designation : Chief Operating Officer for Consulting Group at Morgan Stanley
URL has been copied!

Insights For Selling To Chelsea

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chelsea is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Chelsea

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Chelsea move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Chelsea take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Chelsea

Personality Compatibility


Other Morgan Stanley Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.