Connor McGuire, CRPS®, CRPC® in

Connor McGuire, CRPS®, CRPC®

Critic · DISC type C
Alternative Investments Director | Financial Planning Specialist | Financial Advisor at Morgan Stanley
📍 San Francisco Bay 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
15 Years
Current Role
Alternative Investments Director | Financial Planning Specialist | Financial Advisor
Job Level
Mid-senior
Location
San Francisco Bay Area, United States
Personality Overview

How Connor shows up

Information Seeker
Negotiator
Precise

They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Connor cares about

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

Work history

2-2015
Alternative Investments Director | Financial Planning Specialist | Financial Advisor
Morgan Stanley
9-2014 - 3-2015
Investigator Assistant
Background Investigations Co.
8-2014 - 9-2014
Client Relationship Specialist
Vanguard
6-2013 - 8-2013
Painter & Sales
College Works Painting
3-2008 - 8-2010
Explorer
Livermore-Pleasanton Fire Department
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2014
Bachelor of Science (BS)
San Diego State University
2009 - 2011
Associate of Science (AS)
Butte College
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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