Phong Trang in

Phong Trang

Captain · DISC type DS
Assistant Vice President, Financial Advisor at Morgan Stanley Smith Barney
📍 Los Angeles 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
21 Years
Current Role
Assistant Vice President, Financial Advisor
Job Level
Senior
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Phong shows up

Long-Term Thinker
Output-Driven
Decisive But Calm

They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Phong cares about

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

Work history

9-2010
Assistant Vice President, Financial Advisor
Morgan Stanley Smith Barney
6-2007 - 9-2010
Registered Sales Associate- Wealth Institutional Management
Comerica Securities
3-2005 - 6-2007
Financial Planning Analyst
Ameriprise Financial
2004 - 2005
Sales Associate
ING DIRECT
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BA
UCLA
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.

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