Philip Reagan in

Philip Reagan

Examiner · DISC type cs
Managing Director, Private Wealth Advisor / Senior Institutional Consultant at Morgan Stanley Private Wealth Management
📍 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.

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Experience
21 Years
Current Role
Managing Director, Private Wealth Advisor / Senior Institutional Consultant
Job Level
Senior
Location
United States
Personality Overview

How Philip shows up

Status Quo Seeker
Overcautious
Late Adopter

They are thorough and always follow a systematic approach. The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Philip cares about

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

Work history

8-2024
Managing Director, Private Wealth Advisor / Senior Institutional Consultant
Morgan Stanley Private Wealth Management
4-2024 - 8-2024
Managing Director
J.P. Morgan Private Bank
1-2015 - 4-2024
Executive Director
J.P. Morgan Private Bank
12-2010 - 1-2015
Vice President
J.P. Morgan Private Bank
9-2009 - 12-2010
Associate
J.P. Morgan Private Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008
Masters
University of Florida - Warrington College of Business
2004
Bachelors of Business Administration
Stetson 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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