Benjamin Swallow

Benjamin Swallow Email and Phone Number

Director at Morgan Stanley @ Morgan Stanley
New York City
Benjamin Swallow's Location
Salt Lake City Metropolitan Area, United States, United States
About Benjamin Swallow

Business-minded operations professional with the ability to effectively build relationships and negotiate with domestic and international stakeholders. Specializing in operational, service, sales and marketing with experience managing and developing risk management, compliance and client-relationship strategies. Experience working with varied personalities in completing tasks under strict deadlines with top results.Specific strengths include:* Managing projects and time effectively* Solving problems resourcefully* Strong desire to learn and improve self and organization* Working under pressure to meet the needs of high net worth individuals* Working with management, financial advisors, attorneys, accountants and all levels of support staff* Languages: English, FrenchPROFESSIONAL CERTIFICATIONS• Series 7 License – NASD Registered Securities Representative• Series 66 License – Licensed Financial Advisorinte

Benjamin Swallow's Current Company Details
Morgan Stanley

Morgan Stanley

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Director at Morgan Stanley
New York City
Website:
morganstanley.com
Employees:
501
Company phone:
(212)761-4000
Benjamin Swallow Work Experience Details
  • Morgan Stanley
    Director
    Morgan Stanley Jun 2017 - Present
    New York, Ny, Us
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  • Merrill Lynch
    Vice President-Wealth Management Banker
    Merrill Lynch Apr 2010 - Present
    New York, Ny, Us
    VICE PRESIDENT, WEALTH MANAGEMENT BANKER•Participate as an extended member of the Financial Advisor team to identify and offer clients the full suite of banking debt and liquidity solutions •Integrate banking and develop strategic plan into FA practice through meetings, client reviews, strategy sessions, and Optimal Practice Model•Meet with FAs to review identified banking opportunities for prioritized client list•Engage partners and specialists to support sales process and close business•Participate in weekly FA/Support Staff team meetings to discuss pipeline, issues, and ensure a high quality client experience.
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  • Merrill Lynch
    Assistant Vice President, Supervisor, Loan Operations
    Merrill Lynch Nov 2007 - Apr 2010
    New York, Ny, Us
    MERRILL LYNCH BANK USA, Salt Lake City, Utah, November 2007-April 2010•Maintained loan system of record, treasury related functions, settlements, reconciliations •Supervised 8 team members, handling of escalated issues
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  • Merrill Lynch Bank Usa
    Assistant Vice President, Supervisor, Portfolio Management Group
    Merrill Lynch Bank Usa Nov 2005 - Nov 2007
    ASSISTANT VICE PRESIDENT, SUPERVISOR, PORTFOLIO MANAGEMENT GROUP•Maintain security of all extended loans by monitoring Bank collateral portfolio
  • Merrill Lynch Bank Usa
    Assistant Vice President, Underwriter / Loan Officer
    Merrill Lynch Bank Usa Aug 2003 - Nov 2005
    ASSISTANT VICE PRESIDENT, UNDERWRITER / LOAN OFFICER •Underwrite asset based loans for high net worth individuals and corporations •Key participant in rollout of Loan Management Account (LMA) Securities Based Lending platform
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jun 2001 - Aug 2003
    New York, Ny, Us
    FINANCIAL ADVISOR•Specialized in financial planning for individuals and small businesses, asset allocation, investment analysis, retirement planning and planned giving•Prospected and established relationships with high net worth clients through profiling, and guided clients in achieving their financial goals •CFM Designation – Certified Financial Manager, Merrill Lynch designation 2001
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  • Merrill Lynch
    Client Associate
    Merrill Lynch Jun 1999 - Jun 2000
    New York, Ny, Us
    CLIENT ASSOCIATE-Supported Financial Advisor with all client service matters-Ensured internal compliance with company policies and procedures
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Benjamin Swallow Education Details

  • Brigham Young University
    Brigham Young University
    History

Frequently Asked Questions about Benjamin Swallow

What company does Benjamin Swallow work for?

Benjamin Swallow works for Morgan Stanley

What is Benjamin Swallow's role at the current company?

Benjamin Swallow's current role is Director at Morgan Stanley.

What schools did Benjamin Swallow attend?

Benjamin Swallow attended Brigham Young University.

Who are Benjamin Swallow's colleagues?

Benjamin Swallow's colleagues are Paraskevas Kratimenos, Cristen Brady, Victoria Moore, Duc Phan, Karthik Kamurthy, Saikrishna Thati, Depi Lee.

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