Dann Sokol in

Dann Sokol

Wildcard · DISC type csi
Portfolio Management Director, Financial Advisor at The Matthews Sokol Group at Morgan Stanley
📍 San Diego County, 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
46 Years
Current Role
Portfolio Management Director, Financial Advisor
Job Level
Mid-senior
Location
San Diego County, California, United States
Personality Overview

How Dann shows up

Friendly But Slow
Requires Proof
ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Priorities

Topics Dann cares about

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

Work history

12-2008
Portfolio Management Director, Financial Advisor
The Matthews Sokol Group at Morgan Stanley
1-1988
Senior Portfolio Manager, First Vice President, Financial Advisor
Morgan Stanley
1-1980 - 1-1988
Vice President
EF Hutton
7-1979 - 1-1980
Company Representative
Conklin & Cahill (Specialist Firm)
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration (B.B.A.)
University of Miami - School of Business
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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