Sean Graft, CFP® in

Sean Graft, CFP®

Inquirer · DISC type cd
Financial Advisor at Morgan Stanley
📍 Greater Chicago 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.

Login to view overviewLogin to view overview
Experience
15 Years
Current Role
Financial Advisor
Location
Greater Chicago Area, United States
Personality Overview

How Sean shows up

Hard To Convince
Judgemental
Upfront

They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Priorities

Topics Sean 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

3-2016
Financial Advisor
Morgan Stanley
10-2013 - 3-2016
Senior Data Analyst
Simon Property Group
4-2012 - 10-2013
Data Analyst
Simon Property Group
5-2011 - 4-2012
Senior Accounts Receivable Analyst
Simon Property Group
6-2010 - 5-2011
Accounts Receivable Analyst
Simon Property Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2006 - 2010
Bachelor of Science
Indiana University - Kelley School of Business
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 Sean. Free, 10 seconds.