experienced manager with expertise in finance and customer service@ Morgan Stanley
New Albany, Ohio, United States
Brandon Smith, MBA
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Cleveland State University
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FlashIntel GPTBrandon Smith, MBA is an experienced manager with 6.3 years of work experience. He graduated Cum Laude in Finance from Ohio State and has a strong background in finance and customer service. Currently, he manages a team that handles international complaints and escalations for the stockplan department. Brandon holds FINRA licenses and holds Series 7, Series 63, Series 9, and Series 10 FINRA licenses. He is driven by a growth in the business world and is eager to pursue future endeavors.
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About
After graduating Cum Laude in Finance at Ohio State, I started my career at Morgan Stanley as a Wealth management analyst. In my early I have experienced many new aspects of the business world including customer service, investments, stock plans, retirement accounts, trust accounts, importance of teamwork and cohesiveness in the workplace. I currently manage a team that handles all international complaints for our stockplan department as well as escalations and trad disputes for both Morgan Stanley stockplan department as well as Etrade. I have direct reports in Ohio, Utah, and Calgary. I also hold Series 7, Series 63, Series 9, and Series 10 FINRA licenses. I also earned my MBA from Cleveland State University while working full time. My overall growth in the business world excites me for future endeavors.
...See MoreWork Experience
experienced manager with expertise in finance and customer service
Section Manager
Wealth Management Operations Analyst
Assistant Vice President | Section Manager
Service Review Associate
Financial Services
Brandon Smith, MBA's Professional Milestones
- Section Manager: Implemented robust performance strategies to enhance operational efficiency and customer satisfaction.
- Service Review Associate (2018-10-01~2020-03-01): Executing timely and reliable service review process to ensure customer satisfaction and business growth.
Education
Finance,
General
2019-2020Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Carleen Mulholland
Assistant Vice President - Business Service Officer
Patrick Harty
IT Vice President Execution Manager | IT System Owner | Business Analysis | Project Management | Service Interface Design | Database Design | Compliance
Thomas Tran
Product Owner
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Other Named Brandon Smith, MBA
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Brandon Smith, MBA's social media include: Linkedin,
Brandon Smith, MBA works for Morgan Stanley
Brandon Smith, MBA's role in Morgan Stanley is experienced manager with expertise in finance and customer service
Brandon Smith, MBA works in the industry of Financial Services
Brandon Smith, MBA's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
Brandon Smith, MBA's latest job experience is experienced manager with expertise in finance and customer service at Morgan Stanley
Brandon Smith, MBA's latest education in Cleveland State University
