Debra S.
Wealth Management Participant Relationship Manager Ii at Morgan Stanley
Based in Wesley Chapel, United States
7-day free trial · no credit card
Seniority
Manager
Department
Finance & Accounting
Location
Wesley Chapel
Industry
Financial Services
Company size
100K
Contact information
Reveal Debra's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
d•••••••@morganstanley.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
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.
Decision-makers
Other people at Morgan Stanley
- NPManager
Neeraj Panchal
Manager · General Business & Management
- NLStaff
Nivy Lamani
Financial Planning Specialist · Finance & Accounting
- THStaff
Thomas Hunter
Analyst · Finance & Accounting
- ETStaff
Edward Talbot
Institutional Equities - Whitephone · Finance & Accounting
- VMStaff
Vass Mubeen
Investment Management Part-time Analyst · Finance & Accounting
Build a list of verified contacts at Morgan Stanley
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Debra
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime