Kevin A. Shimmel MBA, CFP®, ChFC®, CRPC®, CMFC®, CRC®, QPFC® in

Kevin A. Shimmel MBA, CFP®, ChFC®, CRPC®, CMFC®, CRC®, QPFC®

Critic · DISC type C
Senior Vice President | Financial Advisor | Senior Investment Management Consultant at Morgan Stanley
📍 Greater Sacramento, 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
24 Years
Current Role
Senior Vice President | Financial Advisor | Senior Investment Management Consultant
Job Level
Leadership
Location
Greater Sacramento, United States
Personality Overview

How Kevin shows up

Precise
Objective Thinker
Critic

They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Kevin cares about

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

Work history

7-2001
Senior Vice President | Financial Advisor | Senior Investment Management Consultant
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2003
MBA
California State University, Long Beach
1997 - 2001
BS
California State University, Long Beach
1993 - 1997
Education details unavailable
Capistrano Valley High School
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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