Erik Hoppin in

Erik Hoppin

Examiner · DISC type cs
First Vice President, Financial Advisor at Morgan Stanley
📍 Rochester, New York Metropolitan Area, 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
25 Years
Current Role
First Vice President, Financial Advisor
Job Level
Senior
Location
Rochester, New York Metropolitan Area, United States
Personality Overview

How Erik shows up

Tough To Convince
Overcautious
Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Priorities

Topics Erik cares about

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

Work history

10-2015
First Vice President, Financial Advisor
Morgan Stanley
4-2004 - 10-2015
Vice President, Senior Financial Advisor
Merrill Lynch
1-2000 - 4-2004
Financial Advisor
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 2000
Bachelor of Science (B.S.)
Rochester Institute of Technology - Saunders College of Business
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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