Chris Dietz Email and Phone Number
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Chris Dietz personal email
Experienced Financial Services professional with over twenty years in the financial services industry that has the combination of financial experience with a M.B.A.-Finance and CPA (non-practicing) as well as strong interpersonal skills in managing relationships and building an organization. As a Financial Advisor, I focus on helping individuals, executives, and business owners address their complex financial needs. I take an active approach to help understanding my clients personal and business short- and long-term goals and designing a plan tailored to their individual situation. I seek to create personalization by leveraging Morgan Stanley's vast resources. Our full suite of Wealth Management services include: 1.) Financial Planning (budgeting/cash flow, debt analysis, goals analysis) 2.) Investment Management (asset allocation strategies, investment selection, tax management strategies) 3.) Executive Compensation (stock options, concentrated positions, diversification strategies, executive stock compensation-restricted shares under Rule 144, 10b5-1 trading plans, and lending solutions) 4.) Wealth and Asset Preservation Planning (estate planning strategies, insurance planning needs, trust services, charitable planning, and structuring plans for pre/post liquidity event) 5.) Cash Management and Lending Solutions 6.) Retirement Planning (lifestyle review, retirement income planning) 7.) College PlanningMorgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market.NMLS#: 198518
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 501
- Company phone:
- (212)761-4000
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First Vice President, Financial Advisor, Alternative Investments DirectorMorgan Stanley Mar 2012 - PresentNew York, Ny, Us©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-greenfield-team. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
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Vice PresidentClarion Mortgage Capital May 2001 - Apr 2012Clarion was named as the largest independent mortgage brokerage firm in the U.S. in 2007 by Mortgage Broker Magazine. Clarion was also ranked as the largest private mortgage company in Colorado by the Denver Business Journal. Senior executive responsible for $600M in loan production or 40% of overall company volume. Broad scope of responsibility including P&L accountability, strategic market planning and competitor analysis, business case development and execution, sales forecasting, marketing, pricing, hiring, training and supervision of over 650 sales professionals. Worked closely with executive management including the CEO, President, and CFO in developing and communicating corporate strategy, maintaining and developing investor relationships, mitigating/resolution of corporate challenges, forecasting production, and managing cross functional teams in support of corporate objectives. Responsible for cultivating relationships with new investors as well as vendors and managing the relationships. Supported executive team in monitoring and evaluating business performance and determining the technological, regulatory, and competitive factors that would impact initiatives. Developed and brought to market a critical channel that accounted for 65% of total company volume and over $4B in loan sales from 2006-2009.
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Investment Analyst-Mba InternshipCornerstone Ondemand May 2000 - Aug 2000Santa Monica, Ca, UsCornerstone was a $100M venture fund that invested nationwide in expansion stage companies with $10 million to $50 million in revenue. Analyzed prospective deals from various sources (i.e. investment banks, private equity funds, etc.) and consulted with prospective companies, personnel, customers and industry experts for investment decision-making. Presented investment recommendations to venture partners at weekly investment meetings. Performed and led the due diligence on prospective companies in the telecommunications, information technology/software, and internet commerce industries. -
Asst. Vice PresidentRampart Investment Management Nov 1997 - Jan 1999Rampart was an investment banking/brokerage firm in the telecommunication industry specializing in buy/sell side representation of Internet Service Providers (ISP). Rampart focused on middle market companies with $4-10M in annual revenues. Responsible for creating investment banking brokerage opportunities through networking/cold calling and completed and led the entire transaction process. Developed and maintained the initial relationships with executive management as well as structured the transaction agreement. Created the offering memorandums and marketed the ISP to potential buyers/sellers; assisted the President in crafting Letters of Intent. Responsible for due diligence on potential acquisitions across the country.
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Audit SeniorAndersen Corporation Sep 1995 - Nov 1997Bayport, Minnesota, UsArthur Andersen was a one of the largest public accounting practices in the country. Their Denver office was the largest of the “Big 6” in Denver and specialized in cable/telecommunications, oil &gas, public utilities, real estate, and resort & leisure industries. Led and managed teams in preparing financial statements, assessing business risks, evaluating the adequacy of operational controls, and developing relationships with audit clients and Arthur Andersen management.
Chris Dietz Education Details
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University Of Colorado At Boulder - Leeds School Of BusinessFinance -
University Of Colorado At Boulder- College Of EngineeringTelecommunications
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University Of Colorado At Boulder - Leeds School Of BusinessAccounting
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Cherry Creek High School
Frequently Asked Questions about Chris Dietz
What company does Chris Dietz work for?
Chris Dietz works for Morgan Stanley
What is Chris Dietz's role at the current company?
Chris Dietz's current role is First Vice President, Financial Advisor, Alternative Investments Director at Morgan Stanley.
What is Chris Dietz's email address?
Chris Dietz's email address is cd****@****ing.net
What schools did Chris Dietz attend?
Chris Dietz attended University Of Colorado At Boulder - Leeds School Of Business, University Of Colorado At Boulder- College Of Engineering, University Of Colorado At Boulder - Leeds School Of Business, Cherry Creek High School.
What are some of Chris Dietz's interests?
Chris Dietz has interest in Skiing, Running, Hockey, Tennis, Golf.
Who are Chris Dietz's colleagues?
Chris Dietz's colleagues are Dóra Fekete-Czibere, Sam Brown, Mary Mccafferty, Maeghan Holmes, Jason Sobin, Neerali Patel, Bence Pető.
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