Dan Bryant in

Dan Bryant

Inquirer · DISC type cd
Senior Vice President, Financial Advisor, Alternative Investment Director, Morgan Stanley at Morgan Stanley
📍 Salt Lake City Metropolitan 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
28 Years
Current Role
Senior Vice President, Financial Advisor, Alternative Investment Director, Morgan Stanley
Job Level
Leadership
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Dan shows up

Judgemental
Hard To Convince
ROI Conscious

They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Priorities

Topics Dan cares about

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

Work history

2011
Senior Vice President, Financial Advisor, Alternative Investment Director, Morgan Stanley
Morgan Stanley
2004 - 2011
Co-founding Partner
BT Pacific Partners, LLC (predecessor Taurus Pacific Asset Management, LLC)
2000 - 2004
Private Wealth Analyst, Merrill Lynch Private Banking & Investment Group
Merrill Lynch
1998 - 2000
Private Wealth Analyst
Donaldson Lufkin & Jenrette
1997 - 1998
Assistant Equity Analyst
First Security Investment Management, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004
MBA
UCLA Anderson School of Management
1998
BA
Brigham Young University
1992 - 1994
Education details unavailable
Canada Vancouver Mission
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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