Cheryl Snook in

Cheryl Snook

Activist · DISC type Cd
CIMA®, Senior Vice President, Family Wealth Director, Portfolio Mgmt Director & Financial Advisor 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
34 Years
Current Role
CIMA®, Senior Vice President, Family Wealth Director, Portfolio Mgmt Director & Financial Advisor
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Cheryl shows up

Meticulous
Value Conscious
Logical And Quick

They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Cheryl cares about

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

Work history

2-2002
CIMA®, Senior Vice President, Family Wealth Director, Portfolio Mgmt Director & Financial Advisor
Morgan Stanley
6-1998 - 9-2000
Vice President
Clover Capital Management
3-1995 - 1-1998
Financial Services & Investment Representative
Marshall & Illsley Trust & Investment Management
2-1989 - 1-1995
Operations Manager
Kemper Securities (Blunt Ellis & Loewi)
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2016
Certified Investment Management Analyst
The University of Chicago Booth School of Business
1984 - 1988
Bachelors of Business Administration
University of Wisconsin at Eau Claire
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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