Pernilla G Frisk

Critic
DISC Type : C

Wealth Management Innovation | Consulting Group Advisory at Morgan Stanley

Boston, Massachusetts, United States

Overview

Pernilla is a strategic transformation leader with over a decade of experience driving high-impact initiatives in financial services, fintech, and legal environments. She specializes in global program delivery, PMO leadership, cloud, and cybersecurity. A graduate of Rutgers Business School with an M. B. A. , she also holds recent Google certifications in AI and Cybersecurity.

Outside of her core responsibilities, Pernilla is dedicated to professional growth and has expressed a commitment to integrating more creative thinking into her work. She actively engages with her network by sharing industry insights and opportunities, demonstrating a passion for fostering collaboration and building strong teams.

She has served as an instructor at Rutgers University, the same institution where she earned her M. B. A.

Personality Overview

Objective Thinker

Precise

Information Seeker

They enjoy working alone and do not rely on others very often.  They prefer to do logical analysis and value evidence over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

AI Enablement
Demonstrates a current interest through her Google AI Essentials certification and by sharing information on new AI tools with her network.
Cybersecurity Strategy
A key area of her expertise, reinforced by a recent Google Cybersecurity Professional Certificate and her work in highly regulated industries.
Finance Transformation
A core competency from her executive role at Citi, focused on improving processes, managing enterprise risk, and ensuring regulatory compliance.

Media Appearances

Pernilla has no verified media appearances

Work History

2025
Wealth Management Innovation | Consulting Group Advisory at Morgan Stanley
4-2022 - 4-2025
Finance Transformation Program Management Executive at Citi
1-2020 - 3-2022
Revenue and IT Project Executive at Milbank LLP
1-2018 - 12-2018
Project Manager and Digital Technology Consultant at Yale University School of Medicine
1-2011 - 12-2019
Strategic Business Partner | Marketing, Client Engagement, and Business Development Consultant at The Monarco Group

Education

M.B.A. from Rutgers Business School
Instructor from Rutgers University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Boston, Massachusetts, United States Job Level : N/A Designation : Wealth Management Innovation | Consulting Group Advisory at Morgan Stanley
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Insights For Selling To Pernilla G

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pernilla G is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Pernilla G

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Pernilla G move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Pernilla G take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Pernilla G

Personality Compatibility


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