Christopher Goad
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Christopher Goad Email & Phone Number

Vice President Financial Management Industry at Morgan Stanley
Location: Wesley Chapel, Florida, United States 8 work roles 2 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Current company
Role
Vice President Financial Management Industry
Location
Wesley Chapel, Florida, United States
Company size

Who is Christopher Goad? Overview

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Quick answer

Christopher Goad is listed as Vice President Financial Management Industry at Morgan Stanley, a company with 78669 employees, based in Wesley Chapel, Florida, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Christopher Goad.

Christopher Goad previously worked as Vice President Branch Service Officer at Morgan Stanley and Vice President, Direct Complex Risk Officer at Morgan Stanley. Christopher Goad holds Bachelor'S Degree from Manchester College.

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Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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Profile bio

About Christopher Goad

25 years plus in the financial industry. Vice President Market/Complex Operations ManagerRisk OfficerCertificationsSeries 7Series 9/10Series 63Series 66Series 99

Current workplace

Christopher Goad's current company

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Morgan Stanley
Morgan Stanley
Vice President Financial Management Industry
new york, new york, united states
Employees
78669
AeroLeads page
8 roles

Christopher Goad work experience

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

Vice President Branch Service Officer

Current

Cincinnati, Ohio, United States

Apr 2024 - Present

Vice President, Direct Complex Risk Officer

Tampa, Florida

Jun 2017 - Jul 2023

Vice President Complex Risk Officer

Tampa, Florida, United States

Primary responsibility for all licensing, continuing education, and compliance/risk supervision for 200+ representativesFocus on business ethics, regulatory and compliance practicesProvide coaching and guidance tomanagement staff in all areas of staffing requirements and guidelinesTogether with ComplexDirector and Regional RiskOfficer ensure appropriate.

Jan 2017 - Jul 2023

Vice President Market Operations Manager

Houston, Texas, United States

Manage 9 branches with market sales revenue of $62million annually, 140 advisors and 50 staffResponsible for daily operational and compliance functions within the complexProduce reports and databases to manage all necessary record keeping for marketMarket contact for operations, compliance, human resources, corporate policies and proceduresEducate and.

Jan 2014 - Jan 2017

Retirement Team Manager

Indianapolis, Indiana, United States

Daily Management of 12 operational retirement individualsTeam consisted of specialty functions: trading, retirement, and customer serviceKey focus is management of customer satisfaction scoresInternal auditing and risk/complianceSupervision of interactions of retirement and estate team members with clients

Jan 2012 - Jan 2014

Vice President Complex Operations Manager

Vero Beach, Florida, United States

Assist in start up of new complexManage 7 branches with complex revenue of $40 million annually70 advisors32 staffOversight and management of complex administrative, operational and compliance areasReview and implement policies and procedures to increase productivity and operational effectiveness

Jan 2009 - Jan 2011

Vice President Complex Operations Manager

Memphis, Tennessee, United States

Manage 12 branches in 3 states with revenue of $44 million annually102 advisors and 47 staffPerformed dual role of Complex Manager and Operations ManagerEstablish and maintain operational and compliance files to meet regulatory requirements

Jan 2009 - Jan 2011

Service/ Relationship Manager

Houston, Texas, United States

Private Client Group Files for branch compliance auditManaged Customer Service SpecialistsService seven books of business in excess of $6 billionUltra High Net worth clients development and managementStarted in Blue Ash, Ohio, Promoted - Moved to Birmingham, MichiganPromoted - Moved to Blue Ash, OhioPromoted - Moved to Houston, Texas

May 1998 - Mar 2009
Team & coworkers

Colleagues at Morgan Stanley

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2 education records

Christopher Goad education

FAQ

Frequently asked questions about Christopher Goad

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What company does Christopher Goad work for?

Christopher Goad works for Morgan Stanley.

What is Christopher Goad's role at Morgan Stanley?

Christopher Goad is listed as Vice President Financial Management Industry at Morgan Stanley.

What is Christopher Goad's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Christopher Goad at Morgan Stanley.

Where is Christopher Goad based?

Christopher Goad is based in Wesley Chapel, Florida, United States while working with Morgan Stanley.

What companies has Christopher Goad worked for?

Christopher Goad has worked for Morgan Stanley, Wells Fargo, Charles Schwab, and Fidelity Investments.

Who are Christopher Goad's colleagues at Morgan Stanley?

Christopher Goad's colleagues at Morgan Stanley include Ryan P. C. Adams, Shruti Sawant, John Shadden, Cima®, Jock Rayner, and Ashwi Bhansali.

How can I contact Christopher Goad?

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

What schools did Christopher Goad attend?

Christopher Goad holds Bachelor'S Degree from Manchester College.

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