Thomas (Tom) S. McGee, CFA® in

Thomas (Tom) S. McGee, CFA®

Questioner · DISC type c
Senior Vice President and 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.

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Experience
40 Years
Current Role
Senior Vice President and Financial Advisor
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Thomas shows up

Value Seeker
Systematic
Price-Sensitive

It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Priorities

Topics Thomas cares about

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

Work history

5-2013
Senior Vice President and Financial Advisor
Morgan Stanley
11-2009 - 5-2013
Executive Director/Banker
J.P. Morgan
10-1987 - 11-2009
Managing Director
Harris Private Bank (BMO Private Bank)
7-1985 - 10-1987
Management Development & Commercial Lending Program/Institutional Portfolio Manager
Mercantile Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1981 - 1985
Bachelor of Science in Business
Indiana University Bloomington, 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.

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