Rod Halvorson in

Rod Halvorson

Doer · DISC type sd
Senior Vice President, Financial Advisor at Morgan Stanley
📍 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
26 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Rod shows up

Fast-paced
Long-term Focused
Strategic Planner

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Rod cares about

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

Work history

5-2022
Senior Vice President, Financial Advisor
Morgan Stanley
5-2010 - 5-2022
Private Client Advisor, Senior Vice President
Bank of America Private Bank
10-2006 - 10-2009
Complex Director
Banc of America Investments
12-1997 - 6-2006
Financial Advisor/Branch Manager/Regional Vice President
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1976 - 1980
Bachelor's Degree
Northern Arizona University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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