Daniel Kuhn, CFP®, CEPA® in

Daniel Kuhn, CFP®, CEPA®

Examiner · DISC type cs
Senior Vice President | Financial Advisor at Morgan Stanley
📍 Providence County, Rhode Island, 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
Senior Vice President | Financial Advisor
Job Level
Leadership
Location
Providence County, Rhode Island, United States
Personality Overview

How Daniel shows up

Tough To Convince
Overcautious
Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

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

7-2012
Senior Vice President | Financial Advisor
Morgan Stanley
1-2002
Master Sergeant
United States Marine Corps Reserve
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2017
Master of Business Administration (MBA)
University of Rhode Island
2009 - 2012
Bachelor of Science (BS)
Rhode Island 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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