Emily (Sher) Cortese

Editor
DISC Type : CS

COO | Executive Director, Morgan Stanley Wealth Management Marketing at Morgan Stanley

New York, New York, United States

Overview

Emily has no verified overview

Personality Overview

Slow Buyer

Self-Disciplined

Fact-Driven

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Emily has no verified topics they care about

Media Appearances

Emily has no verified media appearances

Work History

1-2026
COO | Executive Director, Morgan Stanley Wealth Management Marketing at Morgan Stanley
1-2023 - 1-2026
Vice President, Wealth Management Marketing at Morgan Stanley
1-2021 - 1-2022
Assistant Vice President, Wealth Management Marketing at Morgan Stanley
1-2020 - 1-2021
Wealth Management Associate at Morgan Stanley
7-2017 - 1-2019
Wealth Management Rotational Analyst at Morgan Stanley

Education

2013 - 2017
Bachelor of Business Administration (BBA) from University of Miami
2009 - 2013
Education details unavailable from Parish Episcopal School

More Information

Social Presence :

Prographics :

Exp : 6 Location : New York, New York, United States Job Level : Leadership Designation : COO | Executive Director, Morgan Stanley Wealth Management Marketing at Morgan Stanley
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Insights For Selling To Emily

During A Call Or A Meeting

DO's

  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Use a presentation with information before getting into a live product walkthrough
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emily is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Emily

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Emily move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Emily take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Emily

Personality Compatibility


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