Joseph Portera, MBA in

Joseph Portera, MBA

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Private Banking-Wealth Management at Morgan Stanley
📍 Detroit, Michigan, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
16 Years
Current Role
Private Banking-Wealth Management
Location
Detroit, Michigan, United States
Personality Overview

How Joseph 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.

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Priorities

Topics Joseph cares about

Strategic Priorities
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Career

Work history

10-2018
Private Banking-Wealth Management
Morgan Stanley
5-2017 - 10-2018
VP, Business Banking Relationship Manager III
JPMorgan Chase & Co.
2-2015 - 5-2017
VP, District Manager
JPMorgan Chase & Co.
2009 - 2015
VP, Branch Manager
JPMorgan Chase & Co.
In the press

Media appearances

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Education
2007 - 2009
Master of Business Administration - MBA
Keller Graduate School of Management of DeVry University
1998 - 2001
Bachelor's degree
Western Michigan University
Series 7
Finra
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.

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