Jerwin Paz in

Jerwin Paz

Questioner · DISC type c
Vice President | 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
18 Years
Current Role
Vice President | Portfolio Manager | Financial Advisor |
Job Level
Senior
Location
San Diego County, California, United States
Personality Overview

How Jerwin shows up

Not Easily Convinced
Cautious & Analytical
Value Seeker

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. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Jerwin cares about

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

Work history

2-2021
Vice President | Portfolio Manager | Financial Advisor |
Morgan Stanley
9-2013 - 2-2021
Financial Advisor, Vice President - Investments
Wells Fargo Advisors
4-2010 - 9-2013
Private Client Advisor Vice President Investments
J.P. Morgan
1-2007 - 5-2010
Financial Advisor, CRPC
Wells Fargo Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2000
Films / Marketing
De Anza College
1994 - 1998
High School Diploma
Silver Creek High School
2018
Juris Doctorate
Purdue 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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