James Sands in

James Sands

Captain · DISC type DS
Financial Advisor, First Vice President - Wealth Management at Morgan Stanley
📍 Buffalo-Niagara Falls 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
4 Years
Current Role
Financial Advisor, First Vice President - Wealth Management
Job Level
Senior
Location
Buffalo-Niagara Falls Area, United States
Personality Overview

How James shows up

Dynamic But Sincere
Long-Term Thinker
Output-Driven

They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics James cares about

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

Work history

8-2020
Financial Advisor, First Vice President - Wealth Management
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Arts
University of Buffalo
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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