Curtis Wolfslau in

Curtis Wolfslau

Observer · DISC type ci
Financial Advisor at Morgan Stanley
📍 Huntington Beach, 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
13 Years
Current Role
Financial Advisor
Location
Huntington Beach, California, United States
Personality Overview

How Curtis shows up

Value Driven
Assertive
Curious

They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Priorities

Topics Curtis cares about

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

Work history

2-2018
Financial Advisor
Morgan Stanley
2-2014 - 2-2018
Registered Associate
Morgan Stanley
2012 - 12-2013
Intern
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2018
Master of Business Administration (M.B.A.)
Chapman University
2013 - 2016
Bachelor’s Degree
Chapman University
2009 - 2013
Education details unavailable
Mater Dei High School
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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