Bill Grey Email and Phone Number
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Credit Solutions ♦ Structured Lending ♦ Liquidity ♦ Investments ♦ Private Banking ♦ Cash Management♦ 25+ years’ experience in financial services, managing large portfolios, partnering with financial advisors and their clients, quarter back for the wealth management team. Consistent top performer, strong banking center and sales management. ♦ Strengths: Coaching and mentoring, trust and integrity, building strong partnerships, easy to work with.♦ Culture fit: Larger environment, deep and wide resources, collaborative and partnering, fast paced. ♦ Best at: Seeing the bigger picture, anticipating problems and issues, collaboration.♦ Fluent in: Partnering with my clients to bring customized solutions to their clients. ♦ Subject Matter Expert in: Credit instruments, structured lending strategies, liquidity solutions and cash management.♦ Philosophy: Take very good care of your clients, your team and your company and the rest will fall in place. Core CompetenciesWealth Management Private Banking Custom Mortgage Credit / Investment FinanceSecurities Based LendingStructured FinanceTeam Development PartneringCoaching & MentoringSales ManagementTeam Development
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
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First Vice President, Private BankerMorgan StanleyBellevue, Wa, Us
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Senior Vice President, Structured Credit SpecialistMerrill Lynch Jul 2016 - PresentBellevue, WashingtonProvide customized Structured Lending solutions to Merrill Lynch Financial Advisors, and their clients -
Senior Vice President, Wealth Management Banking AdvisorMerrill Lynch Mar 2009 - Jun 2016Partner with a collaborative team of Merrill Lynch Financial Advisors, and their high and ultra-high net worth clients, to provide tailored lending, liquidity solutions, cash management and deepen relationships. ♦ Collaborate with Financial Advisors, their clients, and business partners across all lines of business at Bank of America/Merrill Lynch.♦ Deliver the full complement of the firm’s services and offerings to Financial Advisors, and clients. ♦ Coach Financial Advisors and assist clients to deliver on both sides of client’s balance sheet. ♦ Act as market ultra-high net worth credit champion. Provide financing solutions to Financial Advisors and clients for Structured Lending, Custom Mortgage, Securities Based Lending, and Traditional Mortgage.♦ Provide ongoing support, and training to other Wealth Management Banking Advisors in ultra-high net worth lending.♦ Top producer in credit dollars in unit volume and cash management balance growth. ♦ Consistently named top Wealth Management Banking Advisor in the Evergreen Complex since program inception.
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Senior Vice President, Premier Banking And Investments Client ManagerBank Of America Mar 2008 - Mar 2009Mill Creek, WaPrimary manager for a portfolio of high net worth clients. Managed deposit, lending, and investment relationships. Grew portfolio by 25% in 2008. As trusted advisor, helped clients understand their needs and goals to plan for all aspects of their financial needs. ♦ Worked with business partners to ensure everyone won together. ♦ Ranked in top 5% of peers in deposits, investment and credit balance growth. ♦ Market Credit Champion. ♦ Built strong partnerships with Banking Centers, Financial Advisors, and other business partners. -
Senior Vice President, Banking Center Center ManagerBank Of America Feb 1992 - Mar 2008VariousManaged large Banking Center with 18 FTEs. Managed all aspects of Sales, Service, and operations. Increased credit, deposit and investment growth, ensured successful audits and scored well in rated customer satisfaction surveys. ♦ Consistent development of high quality people. ♦ Consistent Annual Top Seller, and Gold Club Awards. ♦ Market Credit Champion. ♦ Piloted many new programs such as Loan Solutions, No Fee Mortgage Plus, Small Business Specialist and the Loan Specialist Pilot♦ Obtained FINRA Series 6, and 63 Licenses
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VariousBank Of America Sep 1985 - Feb 1992VariousManaged a small, medium, and large banking center. Managed all aspects of Sales, Service, and Operations. ♦ Annual Gold Club and Top Seller award all eligible years.♦ Obtained FINRA Series 6, and 63 Licenses.
Bill Grey Skills
Bill Grey Education Details
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Last Attended Pacific Coast Banking School
Frequently Asked Questions about Bill Grey
What company does Bill Grey work for?
Bill Grey works for Morgan Stanley
What is Bill Grey's role at the current company?
Bill Grey's current role is First Vice President, Private Banker.
What is Bill Grey's email address?
Bill Grey's email address is bill.grey@ml.com
What is Bill Grey's direct phone number?
Bill Grey's direct phone number is (800) 637*****
What schools did Bill Grey attend?
Bill Grey attended Last Attended Pacific Coast Banking School.
What skills is Bill Grey known for?
Bill Grey has skills like Private Banking, Mortgage Lending, Sales Management, Custom Mortgage, Ultra High Networth Lending, Securities Based Lending, Client Management.
Who are Bill Grey's colleagues?
Bill Grey's colleagues are Stewart Perry, Legbedjy Joseph Parfait Anouet, Jock Rayner, Ken Looper, Steven Monteiro, Sean Conley, William Bello.
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Bill Grey
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Bill Grey
Colonel Ncshp (Retired)Director Of Strategic AccountsGreensboro--Winston-Salem--High Point Area2allentate.com, nationalpsgroup.com
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