Richard H Sanborn in

Richard H Sanborn

Questioner · DISC type c
Financial Advisor, Senior Portfolio Manager at Morgan Stanley
📍 Greater Houston, 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
16 Years
Current Role
Financial Advisor, Senior Portfolio Manager
Job Level
Middle
Location
Greater Houston, United States
Personality Overview

How Richard shows up

Systematic
Value Seeker
Cautious & Analytical

They prefer to analyze every situation thoroughly.
 While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Priorities

Topics Richard cares about

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

Work history

5-2010
Financial Advisor, Senior Portfolio Manager
Morgan Stanley
5-2009 - 7-2009
Summer Associate
vSpring Capital -Venture Capital
12-2006 - 6-2008
Financial Consultant
Axa Advisors, LLC
7-2004 - 8-2004
Operations Support Intern
UBS International
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008 - 2009
M.S.
Thunderbird School of Global Management
2005 - 2006
B.A.
Southern Methodist University
2002 - 2003
none
Vanderbilt 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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