Lisa Zengel, CFP® in

Lisa Zengel, CFP®

Critic · DISC type C
Senior Vice President, Financial Advisor at Morgan Stanley
📍 San Francisco Bay 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
21 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Lisa shows up

Critic
Precise
Information Seeker

They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Lisa cares about

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

Work history

2013
Senior Vice President, Financial Advisor
Morgan Stanley
2011 - 2012
International Volunteer and Travel
International Volunteer and Travel
2010 - 2011
Consultant
Capco
2009 - 2009
Associate
MyShape
2008 - 2009
Associate
GKM Newport
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009
Master of Business Administration
University of Southern California
2000 - 2004
BA
Boston College
1996 - 2000
Education details unavailable
Concord Carlisle 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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