Roger McKee in

Roger McKee

Judge · DISC type Dc
Vice President - Wealth Management, Senior Portfolio Manager, 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
31 Years
Current Role
Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor
Job Level
Leadership
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Roger shows up

Objective Thinker
Fast But Wary
Features Driven

They put a lot of effort into ensuring personal success. They do not care very much about building rapport or relationships. They like to stay in control of the negotiation or defining of the terms.

Priorities

Topics Roger cares about

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

Work history

3-1997
Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor
Morgan Stanley
4-1994 - 3-1997
Financial Consultant
Paine Webber
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1987 - 1991
Bachelor of Science
California State University-Northridge
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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