David J Belshaw
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David J Belshaw Email & Phone Number

Product CFO and Senior Manager of Finance at Morgan Stanley Wealth Management
Location: Port Chester, New York, United States 6 work roles 1 school
1 work email found @morganstanley.com 1 phone found area 888 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@morganstanley.com
Direct phone (888) ***-****
LinkedIn Profile matched
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Current company
Morgan Stanley Wealth Management
Role
Product CFO and Senior Manager of Finance
Location
Port Chester, New York, United States
Company size
94640 employees

Who is David J Belshaw? Overview

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Quick answer

David J Belshaw is listed as Product CFO and Senior Manager of Finance at Morgan Stanley Wealth Management, a company with 94640 employees, based in Port Chester, New York, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 888, and a matched LinkedIn profile for David J Belshaw.

David J Belshaw previously worked as Product CFO / Senior Manager of Finance at Morgan Stanley Wealth Management and Manager of Finance at Morgan Stanley Wealth Management. David J Belshaw holds Bachelor Of Science, Accounting from State University Of New York At New Paltz.

Company email context

Email format at Morgan Stanley Wealth Management

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{first_initial}{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for David J Belshaw. Compare company email patterns before reaching out.

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Profile bio

About David J Belshaw

David J Belshaw is a Product CFO and Senior Manager of Finance at Morgan Stanley Wealth Management. He possess expertise in finance, financial modeling, strategic financial planning, portfolio management, financial analysis and 43 more skills. Colleagues describe him as "David is a valuable and reliable team player - he has a strong analytical ability, pleasant to work with, and consistently outperforms both expectations and his peers. He has a very strong work ethic and dedication to producing results in a tactical and strategic manner." and "David is an Asset to any organization lucky enough to have him. I hired David right out of college as a Financial Analyst at Deutsche Bank. David is extremely energetic and has a constant drive to learn new things and improve business processes. David is admired by the people in his organization and everyone enjoys working with him and respects him."

Listed skills include Finance, Financial Modeling, Strategic Financial Planning, Portfolio Management, and 44 others.

Current workplace

David J Belshaw's current company

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Morgan Stanley Wealth Management
Morgan Stanley Wealth Management
Product CFO and Senior Manager of Finance
Port Chester, NY, US
Website
morganstanley.com
Employees
94640
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Company profile
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6 roles · 24 years

David J Belshaw work experience

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

Product Cfo / Senior Manager Of Finance

Current
Morgan Stanley Wealth Management

Greater New York City Area

Private Banking Group - GWM FinanceProduct CFO Personal Trust, Global Currency reporting and net interest spread analysis, Bank Deposit Program, multi year forecasting, usage of excess deposits, funding loan activity, AFS portfolio, Interest analysis and reporting of KPI's and other important financial metrics. Net Interest Margin, FP&A, Budgeting.

Jun 2010 - Present

Manager Of Finance

Morgan Stanley Wealth Management

New York, NY

Expense / budget planning, M&A and Joint Venture planning of acquisition of Smith Barney, FINRA application for Introducing broker dealer, Balance sheet planning & reporting, capital planning, cost of funds modeling, division funding, & liquidity modeling

Jun 2007 - Jun 2010

Financial Analyst

Ernst & Young

Regional manager of finance for North West & North East branch management. Supporting Tax / Audit offices.

Mar 2006 - Feb 2007
Team & coworkers

Colleagues at Morgan Stanley Wealth Management

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

NI Nicola Imrie Nicola Imrie Colleague at Morgan Stanley Wealth Management London, England, United Kingdom, United Kingdom View → JG Jorge Gonzalez Jorge Gonzalez Colleague at Morgan Stanley Wealth Management San Diego, California, United States, United States View → JR Justin R. Fuery Justin R. Fuery Colleague at Morgan Stanley Wealth Management Greater Boston, United States View → NK Nicole Kozhukhov Nicole Kozhukhov Colleague at Morgan Stanley Wealth Management New York, New York, United States, United States View → DR Diana Radionova Diana Radionova Colleague at Morgan Stanley Wealth Management Moscow, Moscow City, Russia, Russian Federation View → SC Siu Chung Chan Siu Chung Chan Colleague at Morgan Stanley Wealth Management Hong Kong, Hong Kong SAR, Hong Kong View → ZB Zsófia Boros-Turcsányi Zsófia Boros-Turcsányi Colleague at Morgan Stanley Wealth Management Hungary, Hungary View → KS Kapil Sharma Kapil Sharma Colleague at Morgan Stanley Wealth Management Thane, Maharashtra, India, India View → CR Chandrakanta Rana Chandrakanta Rana Colleague at Morgan Stanley Wealth Management Montreal, Quebec, Canada, Canada View → CF Corey Fleisher Corey Fleisher Colleague at Morgan Stanley Wealth Management New York City Metropolitan Area, United States View →
1 education record

David J Belshaw education

FAQ

Frequently asked questions about David J Belshaw

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

What company does David J Belshaw work for?

David J Belshaw works for Morgan Stanley Wealth Management.

What is David J Belshaw's role at Morgan Stanley Wealth Management?

David J Belshaw is listed as Product CFO and Senior Manager of Finance at Morgan Stanley Wealth Management.

What is David J Belshaw's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for David J Belshaw at Morgan Stanley Wealth Management.

What is David J Belshaw's phone number?

AeroLeads has found 1 phone signal(s) with area code 888 for David J Belshaw at Morgan Stanley Wealth Management.

Where is David J Belshaw based?

David J Belshaw is based in Port Chester, New York, United States while working with Morgan Stanley Wealth Management.

What companies has David J Belshaw worked for?

David J Belshaw has worked for Morgan Stanley Wealth Management, Ernst & Young, Deutsche Bank, and Lenox Hill Hospital.

Who are David J Belshaw's colleagues at Morgan Stanley Wealth Management?

David J Belshaw's colleagues at Morgan Stanley Wealth Management include Nicola Imrie, Jorge Gonzalez, Justin R. Fuery, Nicole Kozhukhov, and Diana Radionova.

How can I contact David J Belshaw?

You can use AeroLeads to view verified contact signals for David J Belshaw at Morgan Stanley Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David J Belshaw attend?

David J Belshaw holds Bachelor Of Science, Accounting from State University Of New York At New Paltz.

What skills is David J Belshaw known for?

David J Belshaw is listed with skills including Finance, Financial Modeling, Strategic Financial Planning, Portfolio Management, Financial Analysis, Analysis, Corporate Finance, and Mergers And Acquisitions.

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