Senior Registered Client Service Associate@ Morgan Stanley
Oklahoma City, Oklahoma, United States
Nancy Lehman
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Oklahoma State University
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Tell me more about Nancy Lehman?
FlashIntel GPTNancy Lehman is a highly experienced professional with 10.9 years of work experience. She has a strong background in client contact, having worked as a Child Abuse and Neglect Investigator. Nancy holds a Bachelor's degree in Sociology from Oklahoma State University. She is also a dedicated father, having two daughters. Nancy enjoys karaoke, camping, and volunteering at Britton Christian Church. She has worked at UBS, Merrill Lynch, Morgan Stanley, and Morgan Stanley, gaining valuable experience in various industries.
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Emails and Phone Numbers
About
Since joining the industry in 2013, Nancy has been responsible for enhancing the frequency and quality of client contact. Previously, Nancy was a Child Abuse and Neglect Investigator. Nancy earned a Bachelor’s degree in Sociology from Oklahoma State University. She and her husband, Derek Lehman, DPT. Have two daughters. Nancy enjoys karaoke, camping, and volunteering at Britton Christian Church – as a youth mentor and dance teacher.
Work Experience
Senior Registered Client Service Associate
Financial Services
Nancy Lehman's Professional Milestones
- Client Associate (2013-01-01~2017-11-01): Assisting clients in achieving their financial goals through effective guidance and proactive communication.
- Senior Registered Client Service Associate (2017-11-01~): Provided efficient financial support, contributing to increased client satisfaction and loyalty.
Education
Religious Studies,
Sociology,
Bachelors,
Bachelor Of Arts,
Bachelor Of Arts (b.a.),
Sociology And Religious Studies
1072915200-1167609600Certification
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
William Cheng
product manager at morgan stanley|product management|product owner
Thomas Tran
Product Owner
Other Named Nancy Lehman
Frequently asked questions
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Nancy Lehman works for Morgan Stanley
Nancy Lehman's role in Morgan Stanley is Senior Registered Client Service Associate
Nancy Lehman works in the industry of Financial Services
Nancy Lehman's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
Nancy Lehman's latest job experience is Senior Registered Client Service Associate at Morgan Stanley
Nancy Lehman's latest education in Oklahoma State University
