John Race in

John Race

Sharpshooter · DISC type DC
Financial Advisor at Morgan Stanley
📍 Greater New Orleans Region, 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
19 Years
Current Role
Financial Advisor
Location
Greater New Orleans Region, United States
Personality Overview

How John shows up

Precise But Practical
Rigorous & Demanding
Fast But Analytical

They respond well to strong and respectful communication. They prefer to move quickly, and expect the same from others. They do not care very much about building rapport or relationships.

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

6-2020
Financial Advisor
Morgan Stanley
6-2015 - 5-2020
Institutional Sales - Energy
Coker Palmer Institutional
6-2011 - 5-2015
Institutional Sales - Energy
Iberia Capital Partners
8-2007 - 5-2011
Equity Sales
JMP Securities
8-2005 - 8-2007
Analyst - Investment Banking
Ladenburg Thalmann
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2005
Finance
Tulane University - A.B. Freeman School of Business
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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