Richard Hazzouri, CFA®, CPWA, QPFC in

Richard Hazzouri, CFA®, CPWA, QPFC

Examiner · DISC type cs
Senior Vice President - Institutional Consulting Director, Financial Advisor at Morgan Stanley
📍 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.

Login to view overviewLogin to view overview
Experience
28 Years
Current Role
Senior Vice President - Institutional Consulting Director, Financial Advisor
Job Level
Leadership
Location
United States
Personality Overview

How Richard shows up

Process Oriented
Status Quo Seeker
Tough To Convince

Being observant comes to them naturally. They are always well-planned and adopt a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Richard cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

11-2004
Senior Vice President - Institutional Consulting Director, Financial Advisor
Morgan Stanley
2003 - 2004
Assistant Vice President
The M&T Investment Group
2000 - 2003
Director - Capital Markets Consulting
Thomson Financial
1997 - 2000
Institutional Fixed Income Sales
Descap Securities
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1992 - 1996
BS
Loyola University Maryland
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.

Other Morgan Stanley Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Richard. Free, 10 seconds.