Paige Betancourt-Bentz CFP® in

Paige Betancourt-Bentz CFP®

Go-getter · DISC type d
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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
15 Years
Current Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Paige shows up

Self-Confident
Direct & Candid
Fast-Paced

They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Paige cares about

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

Work history

1-2014
Financial Advisor
Morgan Stanley
1-2011 - 12-2013
Business Development Manager
Niche Media
12-2010 - 2012
VP of Membership
Delta Gamma
4-2010 - 12-2010
Director of Social and Special Events
Delta Gamma
5-2010 - 8-2011
Sales Associate
J.Crew
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008 - 2012
BA
University of Connecticut
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

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