Holly Ziegel Ruxin in

Holly Ziegel Ruxin

Inspirer · DISC type id
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

Decisive
Fast Adopter
Achievment Oriented

They usually prefer to drive the conversation. They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

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
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Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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