Doug Greenberg, CIMA®
Login to view DISC.Doug Greenberg is a "Founder Consigliere" with over 32 years of experience advising business owners on company exits. He co-founded Data Aviator and founded Pinnacle Wealth Advisory. A CIMA® professional from The Wharton School and a Forbes awardee, people describe him as experienced, present, and having iron-clad integrity.
Dougs expertise is rooted in his personal experience growing up in a family that ran 25 stores across Texas. He worked various jobs within the family business, gaining firsthand knowledge of the challenges that entrepreneurs face, from growth and leadership to eventual succession planning.
During his 24 years at Morgan Stanley, he was consistently ranked in the top 2% of financial advisors nationwide and was part of the firms exclusive Chairman’s Club.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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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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