Peter J. Haack, CFP®*, CIMA®* in

Peter J. Haack, CFP®*, CIMA®*

Inquirer · DISC type cd
Senior Vice President, Financial Advisor at Morgan Stanley
📍 Greater Chicago 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
44 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Peter shows up

Demanding
ROI Conscious
Upfront

They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople. They care equally about the product and its potential impact.

Priorities

Topics Peter cares about

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

Work history

7-2000
Senior Vice President, Financial Advisor
Morgan Stanley
1-1991 - 7-2000
President
Investment Growth Corporation
1-1985 - 1-1991
President
Marc J. Lane & Company
5-1980 - 4-1984
Technical Marketing/Construction Sales
Westinghouse Electric Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1976 - 1980
Bachelor
Villanova 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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