Nicholas Westendorf, CEPA in

Nicholas Westendorf, CEPA

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Financial Advisor - Portfolio Manager at Morgan Stanley
📍 San Diego County, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
15 Years
Current Role
Financial Advisor - Portfolio Manager
Job Level
Middle
Location
San Diego County, California, United States
Personality Overview

How Nicholas 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 Nicholas cares about

Strategic Priorities
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Career

Work history

1-2014
Financial Advisor - Portfolio Manager
Morgan Stanley
12-2013 - 1-2014
University Advisor
Ashford University
5-2011 - 11-2013
Lead Admission Counselor
Ashford University
10-2011 - 1-2014
Marketing and Investment Strategist
FousAlerts.com
6-2010 - 4-2011
Account Executive
Greener Dawn
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2009
Bachelor of Business Administration (BBA)
University of Nevada-Las Vegas
2003 - 2004
Marketing
Seattle Pacific University - School of Business and Economics
1999 - 2003
Education details unavailable
Evergreen 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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