Patrick McDevitt, CRPC® in

Patrick McDevitt, CRPC®

Observer · DISC type ci
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
12 Years
Current Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Patrick shows up

Example Seeker
Assertive
Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince. They often ask many questions and rely heavily on information and documentation.

Priorities

Topics Patrick cares about

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

Work history

3-2018
Financial Advisor
Morgan Stanley
5-2017 - 2-2018
Consultant
JPMorgan Chase & Co.
5-2016 - 11-2016
Registered Client Service Associate
Jefferies
8-2013 - 5-2016
Registered Client Service Associate
Morgan Stanley
8-2012 - 8-2013
Ops-Service Associate
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008 - 2012
Bachelor of Arts (BA)
College of Charleston
2007 - 2008
Business
Rider University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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