Jeff Preston

Observer
DISC Type : ci

Executive Director - Analytics, Data, & Innovation at Morgan Stanley

New York, New York, United States

Overview

Jeff Preston is an Executive Director at Morgan Stanley, specializing in Analytics, Data, and Innovation within the wealth management sector. A graduate of UNC Kenan-Flagler Business School, he has progressed through various leadership roles at the firm. His background also includes serving as an Adjunct Instructor at West Point.

As a military veteran and recipient of the Bronze Star, Jeff is deeply committed to supporting the veteran community. He actively promotes career transition opportunities for military personnel in financial services and supports veteran-focused charities. He also maintains strong ties with the West Point alumni network, encouraging professional connection among graduates.

He is a co-inventor on a patent for a machine learning system designed to match financial leads to advisors.

Personality Overview

Value Driven

Curious

Assertive

They are generally strong communicators and are not easy to convince.  They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

AI in Wealth Management
His team developed the AI-driven LeadIQ prospect management system, and he co-invented a patent for a machine learning service to match leads with advisors.
Veterans in Finance
Frequently promotes events for transitioning military members and veterans to find careers in financial services and supports veteran-focused charity events like "Heroes on the Hudson".
Leadership & Mentoring
Served as an Adjunct Instructor in the Department of Behavioral Sciences & Leadership at West Point and has held several team leadership roles throughout his career.

Media Appearances

Jeff has no verified media appearances

Work History

1-2023
Executive Director - Analytics, Data, & Innovation at Morgan Stanley
1-2020 - 1-2023
Vice President - Analytics, Data, & Innovation at Morgan Stanley
11-2016 - 1-2020
Assistant Vice President, Analytics & Data at Morgan Stanley
12-2020 - 7-2023
Adjunct Instructor at United States Military Academy at West Point
10-2015 - 6-2016
Engagement Manager/Team Leader (Management and Strategic Planning) at Knowledge Point

Education

2016 - 2017
Master of Business Administration (M.B.A.) from UNC Kenan-Flagler Business School
2010 - 2011
Master of Science (MS) from The University of Texas at San Antonio

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York, New York, United States Job Level : Senior Designation : Executive Director - Analytics, Data, & Innovation at Morgan Stanley
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals

DONT's

  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jeff

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They like to analyze well and then make their decisions.
  • Can Jeff take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jeff

Personality Compatibility


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