Vice President@ Morgan Stanley
North Salem, New York, United States
Frank Caputo
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Pace University-Pleasantville/Briarcliff Campus
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FlashIntel GPTFrank Caputo is a highly experienced professional with 26.6 years of work experience in the financial services industry. He has expertise in retirement, series 7, 401k, mutual funds, wealth management, asset allocation, investments, financial services, securities, and asset management. Currently, he serves as the Vice President at Morgan Stanley in the United States. Prior to this, he held various positions at Morgan Stanley, including Vice President in the General Management and Finance departments. He also worked as a Document Consultant at Transamerica. Frank Caputo's extensive experience and skills make him a valuable asset in the financial services industry.
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Emails and Phone Numbers
About
Vice President at Morgan Stanley
Work Experience
Vice President
Vice President
Vice President - Financial Planning Resources | Certified Public Accountant
Assistant Vice President Retirement Services | Certified Public Accountant
Financial Services
Frank Caputo's Professional Milestones
- Vice President (2017-10-01~): Implemented strategic initiatives to drive business expansion, creating a scalable and sustainable business environment.
- Document Consultant (1997-04-01~2007-03-01): Creating comprehensive document management solutions for clients and optimizing their organization's financial performance.
Education
Poltical Science,
History,
Poltical Science, History
1986-1990Skill
Retirement
Series 7
401k
Mutual Funds
Wealth Management
Asset Allocation
Investments
Financial Services
Securities
Asset Management
Certification
Colleagues
Mohammed El Salti, CBAP, ITIL, LSSGB
Consultant | Cybersecurity & Technology Enthusiast | Certified Business Analyst | Product Owner | Agile Facilitator | Relationship Builder
Anuka Moon
Analyst
Poonam Dighe
Account Client Product System Product Owner, working with Pride Technologies as Consultant and deputed at Morgan Stanley
Bonface Ouma
Owner
Quinten McMillan
Business Owner, Data Analyst, Data Analysis, Data Scientist, SQL, Financial Modeling, Excel, Python, Tableau, Power BI
Other Named Frank Caputo
Frequently asked questions
We found 3 Frank Caputo's email addresses
We found 4 Frank Caputo's phone numbers
Frank Caputo's social media include: Linkedin,
Frank Caputo works for Morgan Stanley
Frank Caputo's role in Morgan Stanley is Vice President
Frank Caputo works in the industry of Financial Services
Frank Caputo's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Anuka Moon,Poonam Dighe
Frank Caputo's latest job experience is Vice President at Morgan Stanley
Frank Caputo's latest education in Pace University-Pleasantville/Briarcliff Campus
