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Debra S. Email & Phone Number

Morgan Stanley Corporate & Institutional Division at Morgan Stanley
Location: Wesley Chapel, Florida, United States 6 work roles 1 school
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Current company
Role
Morgan Stanley Corporate & Institutional Division
Location
Wesley Chapel, Florida, United States
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Who is Debra S.? Overview

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Quick answer

Debra S. is listed as Morgan Stanley Corporate & Institutional Division at Morgan Stanley, a company with 78669 employees, based in Wesley Chapel, Florida, United States. AeroLeads shows a matched LinkedIn profile for Debra S..

Debra S. previously worked as Wealth Management Participant Relationship Manager II at Morgan Stanley and Director of Client Relations at Fiori Financial Group. Debra S. holds Bachelor Of Arts (Ba), Psychology from Widener University.

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Email format at Morgan Stanley

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Morgan Stanley

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Profile bio

About Debra S.

I enjoy a career position where I can utilize all my skills; learn new skills and grow with the company also while loving what I do every day. I’ve just joined Morgan Stanley and very excited about my new journey. Let’s do this! I have over 25 years’ success exceeding client expectations in Financial Services with a strong background in client relationship management and business development. I am extremely passionate about my work. I really enjoy getting to know the clients and being their key liaison, providing nothing but the best service for client retainment. I make it my highest priority to provide clients with a personal touch during every interaction to create a positive experience even in complex situations. I am respectful of the needs of clients and understand their concerns for their future goals and objectives. I am extremely dedicated to my colleagues and am excited to be part of a team where everyone understands that we can all create success together. I have a Bachelor’s degree in Psychology from Widener University in P.A. I also have a FINRA Series 6 license, a FINRA SIE, a Life/Health & Annuity (215) license, and a Real Estate license with Weichert Referral Associates. I am also a licensed Notary Public with the state of Florida.

Current workplace

Debra S.'s current company

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Morgan Stanley
Morgan Stanley
Morgan Stanley Corporate & Institutional Division
new york, new york, united states
Employees
78669
AeroLeads page
6 roles

Debra S. work experience

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

Wealth Management Participant Relationship Manager Ii

Current

Tampa, Florida, United States

Oct 2021 - Present

Director Of Client Relations

Fort Lauderdale, Florida

Director of Client Relations-RJFS Manager of Client Services-RJFS

Jan 2017 - Feb 2020

Senior Client Relationship Manager/Executive Assistant To J. Reed Finney, Cfp(R) , Clu

Fairfield, NJ And Ft. Lauderdale, FL

Operations Manager to Partner/NML/LPL/Schwab/Pershing

Feb 1999 - Oct 2016

Quality Assurance Coordinator

Block Business Group

Boca Raton, FL

Managed Care

Jan 1994 - Jan 1999

Sales And Marketing Representative

Parsippany, New Jersey

Seasonal Role-Direct Marketing & Sales

Aug 1993 - Jan 1994

Sales Representative

Gap

Short Hills, New Jersey, United States

Salesperson

Aug 1987 - Jun 1989
Team & coworkers

Colleagues at Morgan Stanley

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1 education record

Debra S. education

FAQ

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What company does Debra S. work for?

Debra S. works for Morgan Stanley.

What is Debra S.'s role at Morgan Stanley?

Debra S. is listed as Morgan Stanley Corporate & Institutional Division at Morgan Stanley.

Where is Debra S. based?

Debra S. is based in Wesley Chapel, Florida, United States while working with Morgan Stanley.

What companies has Debra S. worked for?

Debra S. has worked for Morgan Stanley, Fiori Financial Group, Bleakley Financial Group, Block Business Group, and Tiffany & Co..

Who are Debra S.'s colleagues at Morgan Stanley?

Debra S.'s colleagues at Morgan Stanley include Glenda Oliver, Surekha Krishnan, Justin Wong, Lucy Callaghan, and Jennifer Golec.

How can I contact Debra S.?

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What schools did Debra S. attend?

Debra S. holds Bachelor Of Arts (Ba), Psychology from Widener University.

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