Daniel Kay

Daniel Kay Email and Phone Number

Executive Director, Morgan Stanley @ Morgan Stanley
new york, new york, united states
Daniel Kay's Location
Santa Monica, California, United States, United States
Daniel Kay's Contact Details
About Daniel Kay

Wealth management and private banking professional with 28 years of experience in the financial services industry. I provide guidance and resources to families, corporations, and financial sponsors on various financial matters, encompassing investment strategies, liquidity management, and credit solutions.

Daniel Kay's Current Company Details
Morgan Stanley

Morgan Stanley

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Executive Director, Morgan Stanley
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Daniel Kay Work Experience Details
  • Morgan Stanley
    Executive Director, Morgan Stanley Wealth Management
    Morgan Stanley Oct 2023 - Present
    Santa Monica, California, United States
    View
  • Bank Of America Private Bank
    Private Client Advisor, Managing Director
    Bank Of America Private Bank Aug 2017 - Oct 2023
    Los Angeles, California, United States
    View
  • Deutsche Bank
    Director, Private Banking
    Deutsche Bank May 2010 - Aug 2017
    Los Angeles, California, United States
    View
  • Credit Suisse
    Vice President, Private Banking
    Credit Suisse Oct 2005 - Dec 2008
    Los Angeles, California, United States
    View
  • Salomon Smith Barney Holdings Inc.
    Vice President, Private Wealth Management
    Salomon Smith Barney Holdings Inc. Nov 1998 - Sep 2005
    New York City Metropolitan Area
    View
  • Ubs
    Account Executive
    Ubs Apr 1997 - Oct 1998
    New York City Metropolitan Area
    View
  • Bear Stearns Companies
    Associate
    Bear Stearns Companies Jan 1996 - Mar 1997
    Boston, Massachusetts, United States
    View

Daniel Kay Skills

Private Equity Investments Equities Wealth Management Services Investment Advisory Series 7 Corporate Finance Wealth Management Banking Alternative Investments Capital Markets Financial Structuring Strategic Planning Asset Management Private Banking Lending Solutions

Daniel Kay Education Details

Frequently Asked Questions about Daniel Kay

What company does Daniel Kay work for?

Daniel Kay works for Morgan Stanley

What is Daniel Kay's role at the current company?

Daniel Kay's current role is Executive Director, Morgan Stanley.

What is Daniel Kay's email address?

Daniel Kay's email address is da****@****ail.com

What schools did Daniel Kay attend?

Daniel Kay attended Boston University.

What are some of Daniel Kay's interests?

Daniel Kay has interest in Tennis, Skiing, Snowboarding And Surfing.

What skills is Daniel Kay known for?

Daniel Kay has skills like Private Equity, Investments, Equities, Wealth Management Services, Investment Advisory, Series 7, Corporate Finance, Wealth Management, Banking, Alternative Investments, Capital Markets, Financial Structuring.

Who are Daniel Kay's colleagues?

Daniel Kay's colleagues are Sean Sund, Andrew Royston, Cpa, Elena Grinvald, Barbara Tarricone, Ryne Ely, Kevin Hanley, Jesse Penton.

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