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Morgan Stanley PWM & Graystone Institutional Digital Teams Lead
Morgan Stanley • Full time
May 2022 - Present • 4 yrs 2 mos
Currently with Morgan Stanley, I work as a Private Wealth Management VEA for Morgan Stanley Private Wealth and Graystone Consulting Institutional Advisories. I independently work hand-in-hand with advisors to transform their aspirations into actionable strategies, handling all back-end processes to ensure zero time drag. My expertise lays within advanced data analysis, innovative business development through UHNW client engagement, C-Suite prospecting/lead generation, external NAA/CG revenue lift strategy development, and financial advisory marketing.