Jeffrey Valente in

Jeffrey Valente

Questioner · DISC type c
Vice President Financial Advisor Insurance Planning Director at Morgan Stanley
📍 New York City 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
23 Years
Current Role
Vice President Financial Advisor Insurance Planning Director
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Jeffrey shows up

Value Seeker
Systematic
Price-Sensitive

It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Priorities

Topics Jeffrey cares about

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

Work history

6-2014
Vice President Financial Advisor Insurance Planning Director
Morgan Stanley
9-2006 - 1-2013
Wholesaler
First Eagle Investment Management
9-2006 - 1-2013
Assistant Vice President, Internal Sales
First Eagle Investment Management
1999 - 2004
Internal Wholesaler
Legg Mason
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1994 - 1998
Bachelor's degree
St. John's University
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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