Carlos Quevedo
AeroLeads people directory · profile

Carlos Quevedo Email & Phone Number

Associate - SEC Reporting at Morgan Stanley at Morgan Stanley
Location: New York, New York, United States 7 work roles 1 school
1 work email found @morganstanley.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@morganstanley.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Morgan Stanley
Role
Associate - SEC Reporting at Morgan Stanley
Location
New York, New York, United States
Company size
94640 employees

Who is Carlos Quevedo? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Carlos Quevedo is listed as Associate - SEC Reporting at Morgan Stanley at Morgan Stanley, a company with 94640 employees, based in New York, New York, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Carlos Quevedo.

Carlos Quevedo previously worked as Associate - SEC Reporting at Morgan Stanley and Pricing/Billing Analyst at Toppan Merrill. Carlos Quevedo holds Bachelor Of Business Management And Administration from Touro University.

Company email context

Email format at Morgan Stanley

This section adds company-level context without repeating Carlos Quevedo's masked contact details.

{first}.{last}@morganstanley.com
89% confidence

AeroLeads found 1 current-domain work email signal for Carlos Quevedo. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Carlos Quevedo

I’m a detailed oriented senior-level financial industry professional with over 20 years of experience. My expertise includes broad knowledge of regulatory requirements for 1940 Act Funds and financial reporting. I’m a driven, analytical and focused professional, with the ability to multi-task to achieve the goals of the firm. My colleagues would describe me as a clear communicator, resourceful and proactive individual that is a team player. Ability to perform and accomplished goals in high-pressured environments. Currently, I’m seeking opportunities that will allow me to showcase my expertise and further my knowledge in the industry.A listing of my core competencies includes:Financial ReportingRegulatory ComplianceKnowledge of SEC, FINRA regulations and other regulatory frameworksSEC FilingsCost ReductionRisk ControlsProcess ImprovementsAnalytical ThinkingTeamworkAvailable to discuss new opportunities, please contact me at Cfquevedo@gmail.com

Current workplace

Carlos Quevedo's current company

Company context helps verify the profile and gives searchers a useful next step.

Morgan Stanley
Morgan Stanley
Associate - SEC Reporting at Morgan Stanley
New York, NY, US
Website
morganstanley.com
Employees
94640
AeroLeads page
Company profile
View company profile Email format
7 roles · 28 years

Carlos Quevedo work experience

A career timeline built from the work history available for this profile.

Associate - Sec Reporting

Current
Morgan Stanley

New York, NY, US

Mar 2023 - Present

Pricing/Billing Analyst

Toppan Merrill

New York, New York, US

Jun 2020 - Mar 2023

Assistant Vice President - Financial & Fiduciary Reporting

Legg Mason

San Mateo, California, US

  • Managed process of creating semi-annual and annual shareholder reports for over 140 funds (representing over $776 billion in AUM).
  • Collaborated with Sub-Adviser writers in the preparation of shareholder report commentary.
  • Interacted with CEO, CFO, Portfolio Managers, sub-advisers and internal legal department, to assure accuracy of shareholder report commentary.
  • Assured accuracy of all reporting content and representations, as well as compliance with SEC, FINRA rules, and other regulatory frameworks.
  • Partnered with compliance department to ensure no reporting errors existed on shareholder reports.
  • Coordinated the SOX sub-certification process for the 1940 Act Funds, with custodian, transfer agent, sub-advisers and internal departments.
2005 - 2019 ~14 yrs

Senior Financial Reporting Analyst - Financial & Fiduciary Reporting

Citi

New York, New York, US

  • Senior Financial Reporting Analyst
  • Prepared and analyzed compliance and fund performance for Board reports.
  • Filed and prepared NCSRs for shareholder reports.
  • Trained new staff on preparations of shareholder reports and Board reports.
  • Allocated shareholder communications expenses amongst the funds. Financial Reporting Analyst
  • Created quarterly, semi-annual and annual reports on a monthly schedule for a variety of mutual funds.
2000 - 2005 ~5 yrs

Fund Accountant

Bny Mellon

New York, NY, US

  • Responsible for client services and administration of corporate pension funds.
  • Reconciled daily, monthly, quarterly and annual pension reports.
  • Monitored trade movement, inputting and processing of trades.
  • Interacted with various departments including operations and accounting.
  • Prepared quarterly, semi-annual and annual ERISA reports.
1999 - 2000 ~1 yr

Senior Fund Accountant

Morgan Stanley

New York, NY, US

  • Senior Accountant
  • Prepared audit Annual financial statement reports and semi-annul review for shareholders.
  • Assist auditors with Annual audits and semi-annual reviews.
  • Prepared SEC reports, including NSAR’s and Quarterly Tax Compliance.
  • Researched and resolved trade disputes and corporate actions with brokers, custodians and portfolio management.
  • Evaluated of fund performance and prepared supporting documents for asset comparison, excise tax reports, wash sales, portfolio turnover rates, expense analysis and distribution schedules. Mutual Fund Accountant
1998 - 1999 ~1 yr
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

GM Grover Mayo Grover Mayo Colleague at Morgan StanleySouth Orange, New Jersey, United States, United States View → YL Yulius Lesmana Yulius Lesmana Colleague at Morgan StanleySingapore, Singapore View → HG Harpal Ghir Harpal Ghir Colleague at Morgan StanleyUnited Kingdom, United Kingdom View → WJ William J. Knowles William J. Knowles Colleague at Morgan StanleyNew York City Metropolitan Area, United States View → RM Ramin Mahdavi Ramin Mahdavi Colleague at Morgan StanleyNew York, New York, United States, United States View → LT Lyssa Tavel Lyssa Tavel Colleague at Morgan StanleyPotomac, Maryland, United States, United States View → DM Davis Matthews Davis Matthews Colleague at Morgan StanleyColumbus, Ohio, United States, United States View → MG Mohit Gregory Mohit Gregory Colleague at Morgan StanleyBengaluru, Karnataka, India, India View → TR Thelma Ross Thelma Ross Colleague at Morgan StanleyNeptune City, New Jersey, United States, United States View → SS Sanjana Sharma Sanjana Sharma Colleague at Morgan StanleyIndia, India View →
1 education record

Carlos Quevedo education

  • Touro University
    Touro University
    Bachelor Of Business Management And Administration
FAQ

Frequently asked questions about Carlos Quevedo

Quick answers generated from the profile data available on this page.

What company does Carlos Quevedo work for?

Carlos Quevedo works for Morgan Stanley.

What is Carlos Quevedo's role at Morgan Stanley?

Carlos Quevedo is listed as Associate - SEC Reporting at Morgan Stanley at Morgan Stanley.

What is Carlos Quevedo's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Carlos Quevedo at Morgan Stanley.

Where is Carlos Quevedo based?

Carlos Quevedo is based in New York, New York, United States while working with Morgan Stanley.

What companies has Carlos Quevedo worked for?

Carlos Quevedo has worked for Morgan Stanley, Toppan Merrill, Legg Mason, Citi, and Bny Mellon.

Who are Carlos Quevedo's colleagues at Morgan Stanley?

Carlos Quevedo's colleagues at Morgan Stanley include Grover Mayo, Yulius Lesmana, Harpal Ghir, William J. Knowles, and Ramin Mahdavi.

How can I contact Carlos Quevedo?

You can use AeroLeads to view verified contact signals for Carlos Quevedo at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Carlos Quevedo attend?

Carlos Quevedo holds Bachelor Of Business Management And Administration from Touro University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.