James Waddell in

James Waddell

Pioneer · DISC type isd
Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley
📍 San Diego County, 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
45 Years
Current Role
Vice President, Senior Portfolio Manager, Financial Advisor
Job Level
Leadership
Location
San Diego County, California, United States
Personality Overview

How James shows up

Dynamic But Sincere
Friendly But Fast
Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

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

10-1995
Vice President, Senior Portfolio Manager, Financial Advisor
Morgan Stanley
1-1980 - 10-1995
Financial Advisor
Paine Webber
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1975 - 1980
Bachelor of Science
San Diego State University-California State University
Social presence
in
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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