Investment Solutions | Equities/ETF/CEF Sales at Morgan Stanley Wealth Management

Program Manager

Coordinate sales & distribution efforts of a ETF product suite to the financial advisor space.

•Co-managed two ETF model portfolio strategies, focusing on growth and leveraging the firm’s research; authored publications on these ETF strategies, as well as other sales and thematic ideas.•Senior sales strategist and key point of contact for the Financial Advisors (FAs) at the firm globally for ETF investment ideas on a core and/or tactical basis.•Presented to Regional Branch Managers and FA’s via ETF-focused road shows, sales meetings, internal conference calls and TV/radio broadcasts.

• Delivered equity, closed-end fund, and ETF sales ideas, as well as a capital markets overview, based on the current market environment and the firm's research and strategy commentary.• Provided portfolio reviews for clients with a focus on risk management and diversification.• Partnered and traveled with the firm’s Senior Strategists, Economists and Equity Research Analysts to present to the FAs and their clients on a market outlook or on the specific analyst’s industry coverage.• Selected by senior management to serve on the Equity Selection Committee, along with other senior representatives from Smith Barney Private Client and Citi Equity Research. The selected stocks were packaged into various Unit Investment Trusts (UITs) as “best ideas” products and sold to the FAs.

•Co-managed 2 equity model portfolios (large-cap and small to mid-cap) leveraging the firm’s research and other resources.•Authored publications on these model portfolios, which were actively updated.•Positioned models, mainly on the firm’s discretionary platforms, and drove equity sales ideas in fee-based and transactional accounts.

•Liaison desk for FAs helping them with the firm’s investment strategy outlook and equity research.•High-volume, fast-paced, interactive desk focused on supporting FAs and sales management.•Researched inquiries on the capital markets and individual equities, and provided content for our internal website.

Worked in a group responsible for researching linkages between real and financial market behavior, projecting macroeconomic activity, and analyzing strategies for monetary and fiscal policy. Assisted several economists with their responsibilities for the Federal Reserve Board Chairman, Vice-Chairman, and Board of Governors, as well as on their long-term research projects and working papers. Prepared analyses for the Federal Open Market Committee (FOMC) in support of their decisions on monetary policy.