Ronald Pinto

Go-getter
DISC Type : d

Sr. Lending Advisor at Morgan Stanley

New York, New York, United States

Overview

Ronald Pinto is a seasoned Sr. Lending Advisor at Morgan Stanley, specializing in structuring customized credit solutions for ultra-high-net-worth clients. His expertise is built on extensive experience in sales, underwriting, and treasury management. Ronald holds an MBA from NYU Stern and certifications as an Agent & Investment Adviser Representative.

Outside of his professional role, Ronald shows pride in his alma mater, UCLA, and has demonstrated leadership in community-building events. While at NYU Stern, he co-chaired the annual International Passport Day, an event celebrating the traditions and cuisine of nearly 40 countries, showcasing his appreciation for cultural diversity.

Peers and colleagues frequently describe him as professional, resourceful, dedicated, and knowledgeable.

Personality Overview

Decisive

Direct & Candid

Challenger

They respond well to confident salespeople.  They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

HNW Client Lending
His current role involves screening, structuring, and customizing credit solutions for ultra-high-net-worth clients and their various entities.
Relationship Management
Listed as a key specialty and is foundational to his roles in private banking and wealth management, as reflected in multiple recommendations.
UCLA Bruins
Received a B. A. from UCLA and has shown support for the university by using the hashtag #BruinPride in social media posts.

Media Appearances

Ronald has no verified media appearances

Work History

2-2021
Sr. Lending Advisor at Morgan Stanley
6-2019 - 1-2021
Exec. Director -Sr. Lending Specialist at Morgan Stanley
5-2017 - 6-2019
Credit Advisor at HSBC
7-2015 - 4-2017
Business Development Officer at LSQ Funding Group
1-2014 - 6-2014
Assoc. Director – Business Development – Corporate Dept. at Proskauer Rose LLP

Education

2006 - 2008
MBA from NYU Stern School of Business
1998 - 2000
Double B.A. from UCLA

More Information

Social Presence :

Prographics :

Exp : 20 Location : New York, New York, United States Job Level : N/A Designation : Sr. Lending Advisor at Morgan Stanley
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Insights For Selling To Ronald

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Stress on the business value that your product offers
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ronald is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Ronald

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Ronald move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Ronald take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Ronald

Personality Compatibility


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