Russell Investments
Senior Director of Ais Business Solutions
Prudential Financial Jul 1, 2016 - Jul 2018
Vice President, Strategic Relationship Management
Morgan Stanley Nov 2011 - Jul 2016
Executive Director- Head of Teaming and Strategic Partnering
Morgan Stanley Dec 2007 - 2011
Professional Development and Leadership Consultant-Reg Corp Coach-Cpva and Cpba
Morgan Stanley May 2001 - Dec 2007
Producing and Non-Producing Branch Manager, St Louis, Mo
Education:
Webster University 2014
Masters, Master of Arts, Leadership, Management
Capella University
Bachelors, Bachelor of Science, Leadership, Management
Skills:
Series 7 Wealth Management Series 63 Mutual Funds Alternative Investments Investments Leadership Asset Management Finra Asset Allocation Retirement Planning Equities Investment Advisory Securities Financial Services Financial Advisory Management Portfolio Management Investment Strategies Investment Management Finance Series 65 Strategy Series 24 Etfs Wealth Management Services Financial Planning Trading Professional Development Programs Business Coaching Strategic Partnerships Change Management Business Development Sales Management Strategic Planning Business Relationship Management Business Strategy Executive Coaching Employee Learning and Development Sales Behavioral Coaching Advisor Development Sales Leadership
Hattie Rice-Rt 46 Elementary School Mine Hill NJ 1970-1972, Canfield Avenue Elementary School Mine Hill NJ 1971-1975, Lincoln-Roosevelt Elementary School Succasunna NJ 1975-1977, Eisenhower Middle School Succasunna NJ 1977-1979
Community:
Brooke Brunson, James Sudol, David Gomez, Doug Reiter, Jill Smith, Donna Baker, Robert Simon, Thomas Jennings, Linda Light, Jeff Poissant
Biography:
Life
When I left Canfield and Mine Hill for Succasunna, I really missed my old frie...