Janice Bennett Email & Phone Number

I am a Business Executive with a broad and extensive experience in the financial services industry. I have a proven track record of improving business operations, effectively analyzing organizational challenges, and training and development. I possess strong management skills with a keen ability to employ clear and critical decision‐making in high‐pressure situations. Adept at problem solving and minimizing inefficient workflow. I am able to perform with a high degree of autonomy, set priorities and manage deadlines.I have managed a boutique investment firm, worked on audits and financial reporting, taught budgeting and credit repair classes, done some financial planning with clients and administered the compliance and operations activities for an agency office of a large financial services firm.I am really proud of my resourcefulness and problem-solver mindset, apparent in my proactive approach to identifying inefficiencies and working collaboratively to implement solutions. Broad experience in client relationship management and supporting a wealth management team. Series 7, 24 & 63 licenses. NYS L&H licensed.

Listed skills include Investments, Financial Services, Annuity Sales, Wealth Preservation Planning, and 7 others.

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  Assistant Vice President

  Morgan Stanley

  Jul 2021 - Present - New York City Metropolitan Area