Diane Cruz in

Diane Cruz

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Chief Operating Officer / Vice President at Morgan Stanley Wealth Management
📍 Roslyn Heights, New York, United States

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.

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Experience
29 Years
Current Role
Chief Operating Officer / Vice President
Job Level
Leadership
Location
Roslyn Heights, New York, United States
Personality Overview

How Diane shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Diane cares 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.
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Career

Work history

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

Media appearances

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Education
2008 - 2010
Master's Degree
Stevens Institute of Technology
1992 - 1996
Bachelor of Business Administration (BBA)
Hofstra University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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