Jay Cross in

Jay Cross

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Senior Portfolio Management Director, Executive Director, Financial Advisor at Morgan Stanley
📍 Portland, Maine Metropolitan 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.

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Experience
24 Years
Current Role
Senior Portfolio Management Director, Executive Director, Financial Advisor
Job Level
Senior
Location
Portland, Maine Metropolitan Area, United States
Personality Overview

How Jay 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 Jay cares about

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

Work history

2006
Senior Portfolio Management Director, Executive Director, Financial Advisor
Morgan Stanley
2001 - 2006
Financial Advisor
Edward Jones
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1986 - 1990
Bachelor of Science
Southern New Hampshire University
1983 - 1986
High School Diploma
Colebrook Academy
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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