David Bamford
Participant Relationship Manager Ii at Morgan Stanley
Based in Wesley Chapel, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Wesley Chapel
Industry
Financial Services
Company size
100K
Contact information
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d•••••••@morganstanley.com
Phone
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Background
About David Bamford
I am a licensed Broker and hold Series 7, 63 and 66 Certifications. I have 8 years of experience in the financial field and over 30 years of managerial experience in a variety of settings. My financial experience includes working with a clearing firm (Pershing), systems NetX360 and Microsoft products (PowerPoint, Visio, Excel, Access). Salesforce trained. Current specialty is Employee Stock Purchase plans (ESPP) IPOs, and brokerage accounts.
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