Curtis Falk
California State University - East Bay
Tell me more about Curtis Falk?
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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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.
...See MoreWork Experience
Complex Business Service Officer First Vice President
Associate Regional Officer First Vice President
Branch Manager | Senior Vice President
Financial Services
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.
Education
Business & Economics
Skill
Equities
Series 7
Series 65
Retirement Planning
Wealth Management
Finra
Series 63
Alternative Investments
Asset Allocation
Portfolio Management
Uniform Combined State Law
Mutual Funds
Fixed Income
Investment Strategies
Securities
Trading
Certification
Colleagues
Joshua Rounds
Credit Risk Data Control at Morgan Stanley - Vice President / Product Owner
Roystone Patrick Dias
AVP | Product Owner | Sub Fleet Lead | Principal Consultant
Anuka Moon
Analyst
Bonface Ouma
Owner
Polina Bublykova
vice president & product owner - credit risk at morgan stanley
Other Named Curtis Falk
Frequently asked questions
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Curtis Falk works for Morgan Stanley
Curtis Falk's role in Morgan Stanley is Branch Manager | Senior Vice President
Curtis Falk works in the industry of Financial Services
Curtis Falk's colleagues are Joshua Rounds,Roystone Patrick Dias,Anuka Moon
Curtis Falk's latest job experience is Branch Manager | Senior Vice President at Morgan Stanley
Curtis Falk's latest education in California State University - East Bay