Clinton Curtright in

Clinton Curtright

Examiner · DISC type cs
Financial Advisor at Morgan Stanley
📍 San Diego County, 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
17 Years
Current Role
Financial Advisor
Location
San Diego County, California, United States
Personality Overview

How Clinton shows up

Status Quo Seeker
Late Adopter
Tough To Convince

They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Clinton cares about

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

Work history

3-2014
Financial Advisor
Morgan Stanley
5-2011 - 1-2014
Director of Business Development
Callan Capital
11-2009 - 10-2010
Debt Capital Markets
Kelly Capital
3-2007 - 7-2009
Debt Capital Markets
Kelly Capital
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2007
MBA
University of San Diego
2002 - 2005
BA
Saint Louis University
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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