Lauren Santo in

Lauren Santo

Critic · DISC type C
Financial Advisor at Morgan Stanley
📍 New York, New York, 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
9 Years
Current Role
Financial Advisor
Location
New York, New York, United States
Personality Overview

How Lauren shows up

Objective Thinker
Information Seeker
Critic

They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Lauren cares about

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

Work history

6-2023
Financial Advisor
Morgan Stanley
7-2021 - 6-2023
Assistant Vice President
Bank of America
9-2020 - 7-2021
Business Manager (Contract)
Bank of America
6-2018 - 9-2020
Project Manager
MUFG
6-2017 - 8-2017
Summer Analyst - Enterprise Project Management Office
MUFG
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 5-2018
Bachelor of Arts (B.A.)
Smith College
2017 - 2017
Semester Abroad - Copenhagen
DIS - Study Abroad
2016 - 2016
Smith-Tuck Business Bridge Program
The Tuck School of Business at Dartmouth
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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