Portfolio Solutions Director
CurrentDedicated to fostering new Morgan Stanley Portfolio Solutions usage, deepening models’ penetration, and collaborating with Financial Advisors on use cases.
Aug 2024 - Present
AeroLeads people directory · profile
Daniel Breen Email & Phone Number
Vice President | Portfolio Solutions Director at Morgan Stanley
at
Morgan Stanley
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President | Portfolio Solutions Director at Morgan Stanley
Location
New York, United States
Company size
Who is Daniel Breen? Overview
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Quick answer
Daniel Breen is listed as Vice President | Portfolio Solutions Director at Morgan Stanley at Morgan Stanley, a with 501 employees, based in New York, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Daniel Breen.
Daniel Breen previously worked as Portfolio Solutions Director at Morgan Stanley and Vice President at Morgan Stanley. Daniel Breen holds Marketing, Finance from Providence College.
Company email context
Email format at Morgan Stanley
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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Daniel Breen. Compare company email patterns before reaching out.
Profile bio
About Daniel Breen
Daniel Breen is a Vice President | Portfolio Solutions Director at Morgan Stanley at Morgan Stanley. He possess expertise in crm, accounting.
Listed skills include Crm and Accounting.
Current workplace
Daniel Breen's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgan Stanley
10 roles
Daniel Breen work experience
A career timeline built from the work history available for this profile.
Vice President
Current
Jan 2024 - Present
Avp| Consulting Group Advisory Director
Feb 2022 - Aug 2024
Sales Specialist
Apr 2020 - Feb 2022
Registered Client Service Associate
Aug 2015 - Apr 2020
Registered Client Service Associate
Jan 2014 - Aug 2015
Assistant Manager
Bagels And Beyond
Assistant manager for team of fifteen employee at seasonal bagel shop and delicatessen Oversaw customer experience through ordering, preparation and final sale Opening and closing duties which including accounting for day's sales, orders and site maintenance Responsible for inventory, orders and vendor relationships. Liaison between junior members of the Bagels and Beyond Team with company management
Jun 2006 - Jun 2013
College Intern
Signet Investment Advisory Group
• Assisted in the maintenance and reporting of over 500 accounts totaling an estimated $127 million of assets. • Assisted management by creating presentations and organizing needed documents for client meetings • Implemented and maintained a system that helped complete and submit various administrative documents for our clients. • Helped conduct research on industry news and trends as well as other market information for the CEO
Jan 2013 - May 2013
Financial Representative
Jun 2012 - Jul 2012
Service And Control Assistant
Pondfield Trip Service
Assist CEO maintaining CRM for over 1000 clients, ensuring that sensitive credit card information is filed accurately and securely Assist with control, data recording and maintenance records on fleet of approximately twenty vehiclesActivities and Involvement
Sep 2008 - Sep 2011
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 501 employees →
JT
James Trivedi
Colleague at Morgan StanleyUnited Kingdom
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JF
Joyce Feuille
Colleague at Morgan StanleyLos Angeles Metropolitan Area, United States
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DR
David Rasdolsky
Colleague at Morgan StanleyWashington Dc-Baltimore Area, United States
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EA
Emily Alexander
Colleague at Morgan StanleyWoodstock, Georgia, United States
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JJ
Justine Jones
Colleague at Morgan StanleyNew York, United States
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LZ
Lingling Zuo
Colleague at Morgan StanleyPudong, Shanghai, China
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AD
Atul Dalmia
Colleague at Morgan StanleyShort Hills, New Jersey, United States
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JP
Jillian Pleakis
Colleague at Morgan StanleyBuffalo-Niagara Falls Area, United States
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RF
Ray Foley
Colleague at Morgan StanleyBelmont, Victoria, Australia
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RD
Richa Dani
Colleague at Morgan StanleyMumbai, Maharashtra, India
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James Trivedi
Colleague at Morgan StanleyUnited Kingdom
View →
JF
Joyce Feuille
Colleague at Morgan StanleyLos Angeles Metropolitan Area, United States
View →
DR
David Rasdolsky
Colleague at Morgan StanleyWashington Dc-Baltimore Area, United States
View →
EA
Emily Alexander
Colleague at Morgan StanleyWoodstock, Georgia, United States
View →
JJ
Justine Jones
Colleague at Morgan StanleyNew York, United States
View →
LZ
Lingling Zuo
Colleague at Morgan StanleyPudong, Shanghai, China
View →
AD
Atul Dalmia
Colleague at Morgan StanleyShort Hills, New Jersey, United States
View →
JP
Jillian Pleakis
Colleague at Morgan StanleyBuffalo-Niagara Falls Area, United States
View →
RF
Ray Foley
Colleague at Morgan StanleyBelmont, Victoria, Australia
View →
RD
Richa Dani
Colleague at Morgan StanleyMumbai, Maharashtra, India
View →
2 education records
Daniel Breen education
Marketing, Finance
Providence College
Education record
Fordham Preparatory School: Class Of 2009
FAQ
Frequently asked questions about Daniel Breen
Quick answers generated from the profile data available on this page.
What company does Daniel Breen work for?
Daniel Breen works for Morgan Stanley.
What is Daniel Breen's role at Morgan Stanley?
Daniel Breen is listed as Vice President | Portfolio Solutions Director at Morgan Stanley at Morgan Stanley.
What is Daniel Breen's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Daniel Breen at Morgan Stanley.
Where is Daniel Breen based?
Daniel Breen is based in New York, United States while working with Morgan Stanley.
What companies has Daniel Breen worked for?
Daniel Breen has worked for Morgan Stanley, Bagels And Beyond, Signet Investment Advisory Group, Northwestern Mutual, and Pondfield Trip Service.
Who are Daniel Breen's colleagues at Morgan Stanley?
Daniel Breen's colleagues at Morgan Stanley include James Trivedi, Joyce Feuille, David Rasdolsky, Emily Alexander, and Justine Jones.
How can I contact Daniel Breen?
You can use AeroLeads to view verified contact signals for Daniel Breen at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Daniel Breen attend?
Daniel Breen holds Marketing, Finance from Providence College.
What skills is Daniel Breen known for?
Daniel Breen is listed with skills including Crm and Accounting.
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