Kristina West, QPFC™ in

Kristina West, QPFC™

Critic · DISC type C
Financial Advisor at Morgan Stanley
📍 Medford, Oregon, 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
10 Years
Current Role
Financial Advisor
Location
Medford, Oregon, United States
Personality Overview

How Kristina shows up

ROI Driven
Precise
Negotiator

They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Kristina cares about

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

Work history

5-2023
Financial Advisor
Morgan Stanley
4-2018 - 2-2023
Financial Planning Analyst
KDP Wealth Management, LLC
2-2017 - 4-2018
Social Service Specialist- Child Welfare
HUMAN SERVICES, OREGON DEPARTMENT OF
1-2015 - 10-2016
Case Management Technician
Northwest Regional Re-entry Center
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2014
Bachelor of Applied Science (BASc)
Portland State University
2011 - 2012
Associate of Science (A.S.)
Portland Community College
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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