Daniel Griesmeyer, CIMA® in

Daniel Griesmeyer, CIMA®

Enthusiast · DISC type i
Financial Advisor at Morgan Stanley
📍 New York 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
23 Years
Current Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Daniel shows up

Story Driven
Non-Confrontational
Amiable & Agreeable

They are more about building relationships than just cutting deals. They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Daniel cares about

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

Work history

11-2011
Financial Advisor
Morgan Stanley
2003 - 2011
Partner
Griesmeyer & Associates CPAs
2002 - 2003
Staff
EY
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science (B.S.)
Long Island University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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