Joel Konigsberg, CFP® in

Joel Konigsberg, CFP®

Login to view DISC.
Managing Director/Financial Advisor 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.

Login to view overview
Experience
43 Years
Current Role
Managing Director/Financial Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Joel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Joel cares about

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

Work history

11-1993
Managing Director/Financial Advisor
Morgan Stanley
1984 - 1993
Owner
Prime Connection
1982 - 1984
Operations Research Analyst
RCA Service Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
1978 - 1982
School of Engineering and Applied Science - Bachelor of Science
Columbia University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Morgan Stanley Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Joel. Free, 10 seconds.