Dave Agrati

Energizer
DISC Type : I

Executive Director at Morgan Stanley

Midland Park, New Jersey, United States

Overview

Dave Agrati is an Executive Director at Morgan Stanley, where he leads process improvements across two business units within Wealth Management. A graduate of Providence College with a long tenure in municipal finance, he is described by colleagues as a smart, engaging, and knowledgeable professional focused on driving efficiency and productivity.

He was specifically recruited to develop a strategy to streamline Morgan Stanleys approach to government clients, showcasing his expertise in optimizing sales and marketing processes.

Personality Overview

Imaginative

Relationship Oriented

Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Municipal Finance
He has extensive experience on the Municipal Syndicate Desk and was a member of the Municipal Bond Club of New York, showing deep industry involvement.
Process Improvement
In his executive role, he was tasked with identifying and implementing process improvements to drive efficiency and productivity within Morgan Stanley's wealth management division.
Wealth Management Strategy
His career has focused on marketing, distribution, and strategy for Morgan Stanley's global wealth management salesforce.

Media Appearances

Dave has no verified media appearances

Work History

1-2022
Executive Director at Morgan Stanley
8-2014 - 1-2022
Vice President at Morgan Stanley
1-2012 - 8-2014
Vice President | Negotiated Municipal Syndicate Desk at Morgan Stanley
Fixed Income Trader at Olde Discount Brokerage
1-1994 - 2-1995
Associate Broker at Lehman Brothers

Education

B.A. from Providence College
Education details unavailable from Don Bosco Preparatory High School

More Information

Social Presence :

Prographics :

Exp : 15 Location : Midland Park, New Jersey, United States Job Level : Senior Designation : Executive Director at Morgan Stanley
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Insights For Selling To Dave

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk about their team and how your product will help them do things better and easier
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be excessively objective, be a storyteller
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dave is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Dave

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Dave move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Dave take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Dave

Personality Compatibility


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