Vice President@ Morgan Stanley
New York, New York, United States
Tiffany Shea
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Miami University
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FlashIntel GPTTiffany Shea is a highly experienced professional with 29.3 years of work experience in the financial industry. She has a strong background in series 7, series 63, series 65, and wealth management. Tiffany has worked at reputable financial institutions such as Morgan Stanley and TD, where she held various positions including Vice President and Senior Private Banker. Shea's expertise lies in financial planning, asset allocation, and asset allocation. Based in the United States, Tiffany Shea is currently serving as the Vice President and Senior Private Banker at BNY Mellon Wealth Management.
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About
Vice President, Senior Private Banker at BNY Mellon Wealth Management
Work Experience
Vice President
Vice President | Client Relationship Manager
Financial Services
Tiffany Shea's Professional Milestones
- Vice President | Senior Private Banker (1994-08-01~2015-12-01): Delivered exceptional financial results by implementing effective strategies and contributing to the growth of the organization.
- Vice President | Senior Private Client Relationship Manager | TD Wealth Management (2015-12-01~2021-01-01): Elevated client satisfaction through targeted support and proactive negotiation, resulting in increased client satisfaction and loyalty.
Education
Sociology,
Bachelors,
Bachelor Of Arts,
Sociology And Gerontology
631152000-757382400Skill
Series 7
Series 63
Series 65
Wealth Management
Private Banking
Credit
Investment Management
Financial Planning
Asset Allocation
Certification
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 Tiffany Shea
Frequently asked questions
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We found 2 Tiffany Shea's phone numbers
Tiffany Shea's social media include: Linkedin,
Tiffany Shea works for Morgan Stanley
Tiffany Shea's role in Morgan Stanley is Vice President
Tiffany Shea works in the industry of Financial Services
Tiffany Shea's colleagues are Mohammed El Salti, CBAP, ITIL, LSSGB,Carleen Mulholland,Patrick Harty
Tiffany Shea's latest job experience is Vice President at Morgan Stanley
Tiffany Shea's latest education in Miami University
