Steven Craig in

Steven Craig

Sharpshooter · DISC type CD
Vice President, Financial Advisor at Morgan Stanley
📍 Greater Milwaukee, 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.

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Experience
49 Years
Current Role
Vice President, Financial Advisor
Job Level
Senior
Location
Greater Milwaukee, United States
Personality Overview

How Steven shows up

ROI Driven
Fast But Analytical
Rigorous & Demanding

They put a lot of effort into ensuring personal success. They like to stay in control of the negotiation or defining of the terms. They prefer to move quickly, and expect the same from others.

Priorities

Topics Steven cares about

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

Work history

3-1996
Vice President, Financial Advisor
Morgan Stanley
7-1994 - 2-1996
Financial Advisor
MML Investors Service, Inc.
7-1994 - 2-1996
Financial Advisor/Registered Rep
G.R. Phelps & Co., Inc.
5-1976 - 7-1994
Vice President
Craigs, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1975 - 1976
Business
UW-Milwaukee
1973 - 1974
Business
University of Wisconsin-Madison
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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