Diane Cruz

Energizer
DISC Type : I

Chief Operating Officer / Vice President at Morgan Stanley Wealth Management

Roslyn Heights, New York, United States

Overview

Diane is a product development professional with over 20 years of experience at major Wall Street firms, currently serving as an Executive Director at Morgan Stanley Wealth Management. She specializes in agile development, risk management, and cross-functional leadership, holding a Masters degree from Stevens Institute of Technology.

She successfully managed the launch of several new products and digital enablement projects within a targeted $40 million budget.

Personality Overview

Imaginative

Full Of Energy

Relationship Oriented

They are really good at seeing what the long-term impacts of their decisions could be.  They are always positive and upbeat, so take their promises with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Digital Product Launches
She has a demonstrated history of delivering digital capabilities and has managed new product launches within a multi-million dollar budget.
Wealth Management Tech
Leads financial planning and data integration for Morgan Stanley's wealth management practice, focusing on technology to fulfill client needs.
Agile Development
Her background highlights agile development as a core component of her successful approach to managing and delivering superior products.

Media Appearances

Diane has no verified media appearances

Work History

3-2017
Chief Operating Officer / Vice President at Morgan Stanley Wealth Management
9-2005 - 2-2017
Vice President, Financial Planning & Data Aggregation at Morgan Stanley Wealth Management
2003 - 2005
Relationship Manager/ Business Analyst for Banking and Wealth Management at Thomson Financial - Banking and Wealth Management
2001 - 2002
Director, Strategy and Business Development at Virtual Network Technologies
1999 - 2002
Executive Director, Business Development and Finance at THIN WIRELESS NETWORKS, INC.

Education

2008 - 2010
Master's Degree from Stevens Institute of Technology
1992 - 1996
Bachelor of Business Administration (BBA) from Hofstra University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Roslyn Heights, New York, United States Job Level : Leadership Designation : Chief Operating Officer / Vice President at Morgan Stanley Wealth Management
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Insights For Selling To Diane

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Be friendly and entertaining in your conversation
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Diane is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Diane

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Diane move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Diane take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Diane

Personality Compatibility


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