Jennifer Magnesen, CFP® in

Jennifer Magnesen, CFP®

Observer · DISC type ic
Senior Portfolio Manager, Vice President - Financial Advisor at Morgan Stanley
📍 Greater Chicago 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
17 Years
Current Role
Senior Portfolio Manager, Vice President - Financial Advisor
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Jennifer shows up

Assertive
Example Seeker
Curious

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. They are generally good communicators and can be hard to convince.

Priorities

Topics Jennifer cares about

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

Work history

3-2015
Senior Portfolio Manager, Vice President - Financial Advisor
Morgan Stanley
4-2013 - 3-2015
Financial Advisor
Bradley Investment Center*
2-2013 - 4-2013
Registered Sales Associate
Raymond James Financial, Inc.
9-2011 - 2-2013
Transition Consultant
Raymond James Financial, Inc.
1-2010 - 9-2012
Operations Technical Specialist
Raymond James Financial, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2006
Bachelor of Arts (B.A.)
University of Michigan
2005 - 2005
Education details unavailable
University of St. Andrews
2007
Education details unavailable
University of Michigan
Social presence
in
Behavioral profile

DISC profile (public)

i

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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