Michael Berger in

Michael Berger

Commander · DISC type D
Senior Vice President, Wealth Management, 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.

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Experience
18 Years
Current Role
Senior Vice President, Wealth Management, Financial Advisor
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Michael shows up

Decisive
Strong-Willed
Impact-Driven

They like to move fast and expect the same from others. They prefer to be the ones controlling the conversation or defining the terms. More than the product, they care about the impact of the product.

Priorities

Topics Michael cares about

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

Work history

9-2020
Senior Vice President, Wealth Management, Financial Advisor
Morgan Stanley
10-2013 - 9-2020
Senior Vice President - Financial Advisor
RBC Wealth Management
2-2007 - 10-2013
First Vice President Wealth Management
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Education details unavailable
University of Maryland
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.

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