I am a seasoned professional with 16+ years of team leadership, operations management, enterprise development, and customer service experience. Recognized for demonstrating a natural aptitude for strategic planning and process improvement, I have a verifiable history of achieving maximum output and minimal expenditures. Professional focal points include risk analysis and management, account management, financial management, equity compensation, securities trading, retirement planning, regulatory compliance, training, and performance assessment. Delivering superior administration on the latter areas of expertise requires exceptional utilization of effective communication and organizational skills. Currently, I am the Assistant Vice President for the Account Review Unit at Morgan Stanley. With up-to-date industry knowledge, I direct account management operations at branches nationwide. This involves defining client account requirements, developing solutions, integrating new technologies, researching concerns with openings and modifications, obtaining approvals, and ensuring regulatory compliance. I also identify and escalate accounts and suspicious activity related to money laundering or other possible financial crimes to mitigate risk. Finally, I liaise with management, stakeholders, and cross-functional teams to ensure the company’s account support structure is driving the business forward.Colleagues describe me as a progressive, driven, down-to-earth, analytical, and managerial expert who can be relied on to optimize the customer experience, operational efficiency, business expansion, and customer success.I am pursuing new opportunities and can be reached through this profile, or by phone at: 617-767-9579