Ellen Daniel

Ellen Daniel Email and Phone Number

Morgan Stanley Wealth Management @ Morgan Stanley Wealth Management
new york, new york, united states
Ellen Daniel's Location
Carrollton, Texas, United States, United States
Ellen Daniel's Contact Details

Ellen Daniel personal email

n/a
About Ellen Daniel

Experienced Senior Associate with a demonstrated history of working in the financial services industry. Skilled in Securities, Retirement Planning, Investment Advisory, Mutual Funds, and Trading. Strong professional attended University of New Orleans and Louisiana State University.

Ellen Daniel's Current Company Details
Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

View
Morgan Stanley Wealth Management
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Ellen Daniel Work Experience Details
  • Morgan Stanley Wealth Management
    Senior Registered Associate
    Morgan Stanley Wealth Management Sep 2005 - Present
    Supporting 1.3M ­ 1.6M of revenue annually Responsibilities include opening new accounts in the form of individual and joint accounts, IRA's, UTMA accounts, 529 accounts, trusts, and others determined by the client's particular needs. Upgrading basic accounts to managed accounts determined by the advisor. Processing all paperwork ensuring accounts are accurate and complete. Communicating with the clients to ensure all needed documents are received and processed within established SEC and legal guidelines. Continued communication with clients answering questions relating to understanding statements, directing clients on how to establish online access to accounts, bill pay, and trading. Entering buy and sell orders for stocks and mutual funds for clients based on client and/or advisor directives. Processing managed accounts and alternative investments as per Advisor recommendations. Reconciling gain/loss and cost basis statements. Processing check requests and wire transfer of funds. Assisted management in other daily operational responsibilities and special projects as needed.Major Accomplishments Progressed from entry level position to being fully licensed and supporting the more experienced advisors in maintaining and growing their client base in less than 2 years.
    View
  • State Farm Insurance Agency
    Office Manager
    State Farm Insurance Agency Jan 1986 - Jan 2005
    Responsibilities include quotes/sales of Automobile, Homeowners, Life/Health insurance contracts, servicing clients in all insurance needs, and supervising office personnel. Also develop/implement marketing projects, frontline underwriting all Property/Casualty, Life/Health insurance, analyze individual insurance needs, develop plan to meet needs, handle claims, and act as the liaison between clients and the company. All aspects of customer service, solving billing problems/complaints, reconciliation of payments, and banking. Duties include training, coaching, supervision, and mentoring.Major Accomplishments: Assisted in building a profitable and dependable customer base with a focus on Lapse Cancellations Ratio, integrity, and a very high level of customer service. Written recognition from many clients for high level of support service, handling of claims, and for exceeding clients needs. Reorganized the operation of the office to make it more efficient, streamlined, and to save the agency time and money including filing, correspondence, and premiums.

Ellen Daniel Skills

Mutual Funds Insurance Series 7 Financial Advisory Customer Service Securities 401k Retirement Planning Financial Services Asset Allocation Banking Retirement Investments Investment Advisory Fixed Annuities Fixed Income General Insurance Property And Casualty Insurance Life Insurance Health Insurance Series 66 Series 9 Series 10

Ellen Daniel Education Details

Frequently Asked Questions about Ellen Daniel

What company does Ellen Daniel work for?

Ellen Daniel works for Morgan Stanley Wealth Management

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

Ellen Daniel's current role is Morgan Stanley Wealth Management.

What is Ellen Daniel's email address?

Ellen Daniel's email address is el****@****mac.com

What schools did Ellen Daniel attend?

Ellen Daniel attended Finra And Texas Department Of Insurance, Lsu, University Of New Orleans, University Of New Orleans And Louisiana State University.

What skills is Ellen Daniel known for?

Ellen Daniel has skills like Mutual Funds, Insurance, Series 7, Financial Advisory, Customer Service, Securities, 401k, Retirement Planning, Financial Services, Asset Allocation, Banking, Retirement.

Who are Ellen Daniel's colleagues?

Ellen Daniel's colleagues are Erisa Caka, Antoinette Chandler, Michael Papageorgiou, Debra Charish Kamen, Shahroze Khan, M.s., Joy Conetta, Gergely Nagy.

Not the Ellen Daniel you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.