Kristin Peta

Questioner
DISC Type : c

Strategic Projects at Morgan Stanley

New York, New York, United States

Overview

Kristin is an accomplished financial services professional with extensive experience in leadership roles at Morgan Stanley and Credit Suisse. A results-oriented leader with an MBA from the University of Southern California, she specializes in client strategy, finance, and communications across complex global businesses.

She holds both the Series 7 and Series 63 certifications, showcasing her deep expertise in securities regulations alongside her strategic executive functions.

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Global Client Strategy
Her background includes serving as the COO of Client Strategy, demonstrating a focus on managing and growing relationships with key accounts on a global scale.
Strategic Communications
Her current role as Chief Operating Officer for Strategy, Planning and Communications at Morgan Stanley highlights her focus on aligning execution with clear internal and external messaging.
Financial Services Regulation
Holds Series 7 and Series 63 certifications and has a background in compliance, indicating a strong understanding of the regulatory landscape.

Media Appearances

Kristin has no verified media appearances

Work History

3-2020
Strategic Projects at Morgan Stanley
2017 - 3-2020
Chief of Staff to Global CIO at Morgan Stanley
2008 - 2016
COO of Client Strategy and Director of Key Account Management at Credit Suisse
2005 - 2008
Vice President at Credit Suisse
2001 - 2005
Associate – Vice President at Credit Suisse

Education

Master of Business Administration (M.B.A.) from University of Southern California
Bachelor’s Degree from University of Southern California

More Information

Social Presence :

Prographics :

Exp : 25 Location : New York, New York, United States Job Level : N/A Designation : Strategic Projects at Morgan Stanley
URL has been copied!

Insights For Selling To Kristin

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristin is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kristin

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kristin move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kristin take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Kristin

Personality Compatibility


Other Morgan Stanley Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.