John J. LeRose III, CFP®, CIMA® in

John J. LeRose III, CFP®, CIMA®

Critic · DISC type C
Executive Financial Services Director | Family Wealth Director | Portfolio Management Director at Morgan Stanley
📍 Greater Milwaukee, 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
16 Years
Current Role
Executive Financial Services Director | Family Wealth Director | Portfolio Management Director
Job Level
Senior
Location
Greater Milwaukee, United States
Personality Overview

How John shows up

Objective Thinker
Precise
ROI Driven

They choose to analyze logically and value facts to emotions. They are quite likely to negotiate on pricing or other key terms. They like to do things independently and don’t look for support from others.

Priorities

Topics John cares about

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

Work history

1-2014
Executive Financial Services Director | Family Wealth Director | Portfolio Management Director
Morgan Stanley
9-2010 - 1-2014
Financial Advisor
MetLife
5-2009 - 9-2010
Loan Originator
Waterstone Mortgage Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 2020
Investment Management Theory & Practice
Yale School of Management
2005 - 2009
Economics
University of Wisconsin-Madison
2018 - 2019
CERTIFIED FINANCIAL PLANNER™ CFP® Certification Program
College for Financial Planning
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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