Holly Ziegel Ruxin in

Holly Ziegel Ruxin

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Founder and CEO at Montcalm TCR
📍 San Francisco, California, 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
28 Years
Current Role
Founder and CEO
Job Level
Leadership
Location
San Francisco, California, United States
Personality Overview

How Holly 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 Holly cares about

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

Work history

10-2012
Founder and CEO
Montcalm TCR
1-2016
Founder
Trevor TCR
4-2006 - 10-2012
Executive Director
Morgan Stanley Wealth Management
5-2001 - 4-2006
Senior Vice President and Private Client Advisor
Bank of America
6-1997 - 5-2001
Vice President
Goldman Sachs
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1997
MBA
Columbia Business School
1987 - 1991
BA
University of Michigan
1983 - 1987
Education details unavailable
Briarcliff High School
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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