Suzana Naik in

Suzana Naik

Energizer · DISC type I
Vice President, Wealth Management; Sr Portfolio Manager at Morgan Stanley
📍 Greater Boston, 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
30 Years
Current Role
Vice President, Wealth Management; Sr Portfolio Manager
Job Level
Leadership
Location
Greater Boston, United States
Personality Overview

How Suzana shows up

Relationship Oriented
Enthusiastic
Big Picture Person

They are really good at seeing what the long-term impacts of their decisions could be. They are friendly, approachable and love to make new connections. They are always positive and upbeat, so take their promises with a pinch of salt.

Priorities

Topics Suzana cares about

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

Work history

1-2025
Vice President, Wealth Management; Sr Portfolio Manager
Morgan Stanley
5-2018 - 12-2024
Financial Advisor, Portfolio Manager
Morgan Stanley
7-2014 - 4-2018
Founder & President
Investor Empowerment Inc.
3-2014 - 11-2017
Chief Operating Officer
Investment Risk Management Systems
10-2012 - 11-2013
Vice President, Decision Support & Business Analytics
Family Dollar
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2000
Applied Sciences
Harvard University
1993 - 1994
Special Studies
Harvard University
1990 - 1993
Master of Business Administration (M.B.A.)
Saint Mary's University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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