Jacqueline H. in

Jacqueline H.

Critic · DISC type C
Financial Advisor at Morgan Stanley
📍 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.

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Experience
4 Years
Current Role
Financial Advisor
Location
San Francisco, California, United States
Personality Overview

How Jacqueline shows up

Negotiator
Objective Thinker
Critic

It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Jacqueline cares about

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

Work history

11-2023
Financial Advisor
Morgan Stanley
9-2021 - 11-2023
Associate, Private Equity Accounts
AlphaSights
8-2020 - 11-2020
Sales
FedEx
7-2019 - 8-2019
Customer Experience
Envestnet | Yodlee
6-2019 - 7-2019
Summer Internship
WikiFX
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's degree
Lehigh University College of Business
Education details unavailable
John Cabot University
Education details unavailable
Saint Ignatius College Preparatory
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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