Laurie Jeffrey in

Laurie Jeffrey

Examiner · DISC type cs
First Vice President, Financial Advisor at Morgan Stanley
📍 New York City Metropolitan Area, 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
40 Years
Current Role
First Vice President, Financial Advisor
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Laurie shows up

Status Quo Seeker
Tough To Convince
Overcautious

They are always well-planned and adopt a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Laurie cares about

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

Work history

12-1990
First Vice President, Financial Advisor
Morgan Stanley
1-1989 - 12-1990
First Vice President - Investments
Alex Brown and Sons
7-1984 - 12-1988
Vice President- Investments
Drexel Burnham Lambert
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1985 - 1989
Juris Doctorate
Quinnipiac University School of Law
1980 - 1984
Bachelor of Arts (B.A.)
Wells 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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