Miguel R. Castillo in

Miguel R. Castillo

Commander · DISC type D
Director - Senior Financial Advisor, PIM Portfolio Manager at FIG Capital
📍 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
27 Years
Current Role
Director - Senior Financial Advisor, PIM Portfolio Manager
Job Level
Senior
Location
San Francisco Bay Area, United States
Personality Overview

How Miguel shows up

Very Quick
Impact-Driven
Risk-Taker

They are not always relationship oriented. More than the product, they care about the impact of the product. They take a lot of pride in personal achievements.

Priorities

Topics Miguel cares about

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

Work history

8-2021
Director - Senior Financial Advisor, PIM Portfolio Manager
FIG Capital
8-2008 - 8-2021
Senior Vice President - Investments, PIM Portfolio Manager
Wells Fargo Advisors
3-2003 - 8-2008
Vice President - Investments
UBS
2-1998 - 3-2003
Financial Advisor
Morgan Stanley Smith Barney
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BA
San Diego State University
BA
San Diego State 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.

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