Molly McKenna, CFP® in

Molly McKenna, CFP®

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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.

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Experience
8 Years
Current Role
Financial Advisor
Location
San Francisco Bay Area, United States
Personality Overview

How Molly shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Molly cares about

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

Work history

11-2017
Financial Advisor
Morgan Stanley
10-2016 - 5-2017
Marketing Brand Ambassador
Groupon
1-2015 - 5-2015
Social Media Intern
Kidecals
1-2015 - 5-2015
Admissions Blogger
University of Colorado Boulder
6-2014 - 8-2014
Summer Intern
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Bachelor of Science (B.S.)
University of Colorado Boulder
2016 - 2016
Study Abroad Spring 2016
Universidad Pablo de Olavide
2009 - 2013
Education details unavailable
San Ramon Valley High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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