Wesley Dickinson in

Wesley Dickinson

Questioner · DISC type c
Financial Advisor at Morgan Stanley
📍 New York, New York, 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
8 Years
Current Role
Financial Advisor
Location
New York, New York, United States
Personality Overview

How Wesley shows up

Price-Sensitive
Not Easily Convinced
Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Priorities

Topics Wesley cares about

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

Work history

3-2025
Financial Advisor
Morgan Stanley
11-2019 - 3-2025
Financial Advisor
UBS
7-2017 - 11-2019
Emerging Market Fixed Income Broker
GFI Group
3-2016 - 8-2016
UX Design Summer Associate
ThinkSheet, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Bachelor’s Degree
Dartmouth College
2012 - 2013
High School
The Peddie School
2008 - 2012
High School
Dwight-Englewood School
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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