Curtis Falk
Branch Manager | Senior Vice President@ Morgan Stanley
Roseville, California, United States
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Curtis Falk is a highly experienced professional with over 23 years of work experience in the equities and wealth management industry. He is currently the Branch Manager of the Roseville office, where he has been leading the company since its establishment in 2008. Curtis is known for his strong belief in the value of professional advice and his ability to foster a culture of collaboration. He excels in delivering the firm to clients and communicating through challenging markets. Curtis is dedicated to creating and developing multi-skilled teams and partnerships to serve the local community. Outside of work, he enjoys spending time with his three children's sporting events, playing golf, and spending time with friends.
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@morganstanley.com
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+1 888454****
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About

Curtis Falk is the Branch Manager of the Roseville office, bringing with him over twenty years of industry experience. Curtis is a strong believer in the value of professional advice and embodies the Morgan Stanley logo of, “old school grit, new world ideas.”Under the leadership of Curtis, the Roseville branch has adopted and cultivated a culture of growth and collaboration. They do this by consistently sharing best practices , delivering the full Firm to their clients, communicating through challenging markets, and constantly looking for new ways to address clients’ evolving needs. A quick walk around the office and you will immediately notice a heavy concentration of high functioning teams focusing on a wide variety of clients from all walks of life. This is a direct result of the continued focus on creating and developing multi-skilled teams and partnerships to serve the people of the local community. With an open-door mentality, there is no client need that they cannot address.Curtis earned a B.S from California State University, Hayward, and an M.B.A from Saint Mary’s College of California. When not in the office, you will find him spending time at one of his three children’s sporting events, on the boat with the family or golfing with friends.

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Work Experience

1585 Broadway, New York, NY, 10036, US

Financial Services

88795
Phone
+1 8884543965
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Curtis Falk's Professional Milestones

  • Branch Manager | Senior Vice President (2000-08-01~2012-11-01): Consistently exceeded sales targets, driving revenue growth and establishing a highly successful branch.
  • Complex Business Service Officer First Vice President (2014-06-01~2018-02-01): Implemented strategic initiatives to optimize business operations and exceed sales targets.
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Education

California State University - East Bay
California State University - East Bay

Business & Economics

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