Resumes
Resumes
Vice President | Department Manager | Global Stock Plan Services
View pageLocation:
7800 Court Ridge Ln, Fairborn, OH 45324
Industry:
Investment Management
Work:
Morgan Stanley Wealth Management - Columbus, Ohio Area since Sep 2012
Department Manager | Global Stock Plan Services
Morgan Stanley Smith Barney Jan 2012 - Sep 2012
Section Manager | Global Stock Plan Services
Morgan Stanley Smith Barney - Columbus, OH Mar 2011 - Jan 2012
Section Manager | Banking & Cash Services
Morgan Stanley Smith Barney Apr 2010 - Mar 2011
Quality Professional / Asst. Section Manager | Retirement & Wealth Planning
Morgan Stanley Smith Barney Jan 2009 - Apr 2010
Service Professional
Department Manager | Global Stock Plan Services
Morgan Stanley Smith Barney Jan 2012 - Sep 2012
Section Manager | Global Stock Plan Services
Morgan Stanley Smith Barney - Columbus, OH Mar 2011 - Jan 2012
Section Manager | Banking & Cash Services
Morgan Stanley Smith Barney Apr 2010 - Mar 2011
Quality Professional / Asst. Section Manager | Retirement & Wealth Planning
Morgan Stanley Smith Barney Jan 2009 - Apr 2010
Service Professional
Education:
The Ohio State University - The Max M. Fisher College of Business 2005 - 2008
BSBA, Finance
BSBA, Finance
Skills:
Series 7
Series 63
Banking
Retirement
Wealth Management
Equities
Process Improvement
Financial Services
Securities
Asset Management
Trading
Risk Management
Mutual Funds
Microsoft Office
Customer Service
Management
Series 63
Banking
Retirement
Wealth Management
Equities
Process Improvement
Financial Services
Securities
Asset Management
Trading
Risk Management
Mutual Funds
Microsoft Office
Customer Service
Management
Languages:
English
Spanish
Spanish
Certifications:
Series 7
Series 63
Series 9
Series 10
Series 63
Series 9
Series 10