Verified recordFinancial Services

Debra S.

Wealth Management Participant Relationship Manager Ii at Morgan Stanley

Based in Wesley Chapel, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Wesley Chapel

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

d•••••••@morganstanley.com

Phone

5 credits

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Background

About Debra S.

I enjoy a career position where I can utilize all my skills; learn new skills and grow with the company also while loving what I do every day. I’ve just joined Morgan Stanley and very excited about my new journey. Let’s do this! I have over 25 years’ success exceeding client expectations in Financial Services with a strong background in client relationship management and business development. I am extremely passionate about my work. I really enjoy getting to know the clients and being their key liaison, providing nothing but the best service for client retainment. I make it my highest priority to provide clients with a personal touch during every interaction to create a positive experience even in complex situations. I am respectful of the needs of clients and understand their concerns for their future goals and objectives. I am extremely dedicated to my colleagues and am excited to be part of a team where everyone understands that we can all create success together. I have a Bachelor’s degree in Psychology from Widener University in P.A. I also have a FINRA Series 6 license, a FINRA SIE, a Life/Health & Annuity (215) license, and a Real Estate license with Weichert Referral Associates. I am also a licensed Notary Public with the state of Florida.

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