Jesse Romano in

Jesse Romano

Examiner · DISC type cs
Financial Advisor at Morgan Stanley
📍 New York, 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
3 Years
Current Role
Financial Advisor
Location
New York, United States
Personality Overview

How Jesse shows up

Unexpressive
Late Adopter
Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Jesse cares about

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

Work history

12-2024
Financial Advisor
Morgan Stanley
6-2023 - 11-2024
Registered Client Service Associate
Morgan Stanley
7-2022 - 12-2022
Wealth Management
Morgan Stanley
7-2021 - 12-2021
Private Wealth Management
Goldman Sachs
1-2020 - 4-2020
Trust Operations and Reporting
Choate, Hall & Stewart LLP
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2023
Bachelor of Science - BS
D'Amore-McKim School of Business at Northeastern University
2013 - 2018
Education details unavailable
The Wheatley School
2019 - 2019
Study Abroad Program
University of Sydney
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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