Spencer Larsen in

Spencer Larsen

Enigma · DISC type cdi
Financial Advisor at Morgan Stanley
📍 Greater Billings 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
15 Years
Current Role
Financial Advisor
Location
Greater Billings Area, United States
Personality Overview

How Spencer shows up

Friendly Yet Blunt
Hard To Convince
Persuasive & Assertive

They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Priorities

Topics Spencer cares about

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

Work history

11-2015
Financial Advisor
Morgan Stanley
4-2010 - 10-2015
Vice president professional athlete division
UCI Wealth Advisors
7-2013 - 2-2014
Fullback
Tampa Bay Buccaneers
4-2012 - 3-2013
Fullback
New England Patriots
4-2008 - 4-2012
Fullback
Denver Broncos Football Organization
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2008
Regional Development
University of Arizona
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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