Dustin Seidman in

Dustin Seidman

Inquirer · DISC type dc
CFP®, Senior Vice President, Sr Portfolio Manager, Insurance Planning Director, Financial Advisor at Morgan Stanley
📍 Greater Philadelphia, 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
19 Years
Current Role
CFP®, Senior Vice President, Sr Portfolio Manager, Insurance Planning Director, Financial Advisor
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

How Dustin shows up

Demanding
Upfront
ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact. They respond well to confident salespeople.

Priorities

Topics Dustin cares about

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

Work history

1-2009
CFP®, Senior Vice President, Sr Portfolio Manager, Insurance Planning Director, Financial Advisor
Morgan Stanley
4-2007 - 6-2009
Staffing Manager
Robert Half
2-2006 - 2-2007
Sr. Mortgage Banker
National fidelity Mortgage
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2005
B.A
Towson University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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