Sarah Beane Ricca CFP®, CDFA® in

Sarah Beane Ricca CFP®, CDFA®

Questioner · DISC type c
Senior Vice President, Financial Advisor at Morgan Stanley
📍 New York City 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
28 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Sarah shows up

Price-Sensitive
Not Easily Convinced
Cautious & Analytical

It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Sarah cares about

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

Work history

10-2009
Senior Vice President, Financial Advisor
Morgan Stanley
8-2007 - 9-2009
Account Executive
LRN
9-2004 - 8-2007
Account Executive, Staffing
Gotham Technology Group
9-2003 - 8-2004
Account Manager
Excel Partner
7-2000 - 2-2003
Platinum Service Director
Oracle
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2003
Education details unavailable
New York University - Leonard N. Stern School of Business
1992 - 1996
BA
Wellesley College
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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