Mason Pendleton in

Mason Pendleton

Go-getter · DISC type d
Financial Advisor at Morgan Stanley
📍 Los Angeles 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.

Login to view overviewLogin to view overview
Experience
7 Years
Current Role
Financial Advisor
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Mason shows up

Decisive
Direct & Candid
Vision Oriented

They care equally about the product and its potential impact. They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Mason cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

6-2023
Financial Advisor
Morgan Stanley
9-2021 - 6-2023
Registered Client Services Associate
Morgan Stanley
9-2017 - 9-2021
Financial Analyst
Corrigan & Company
7-2016 - 8-2016
Intern
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2013 - 2017
BS in Finance with Certificates in Business Economics and Investments
Northern Arizona University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

Other Morgan Stanley Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Mason. Free, 10 seconds.