Connor O'Neill in

Connor O'Neill

Examiner · DISC type sc
Financial Advisor at Morgan Stanley
📍 Sayville, New York, 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
9 Years
Current Role
Financial Advisor
Location
Sayville, New York, United States
Personality Overview

How Connor shows up

Status Quo Seeker
Process Oriented
Unexpressive

They are thorough and always follow a systematic approach. Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

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

9-2021
Financial Advisor
Morgan Stanley
3-2019 - 9-2021
Consulting Group Hybrid Sales Specialist
Morgan Stanley
9-2017 - 3-2019
Mutual Funds Sales Desk Analyst
Morgan Stanley
8-2013 - 5-2017
Student Athlete
Marist College School of Management
5-2015 - 8-2015
Wealth Management Intern
Broadridge
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Bachelor of Applied Science (B.A.Sc.)
Marist College School of Management
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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