Financial Planning Specialist
Current
Jun 2021 - Present
AeroLeads people directory · profile
Gabriel Lema Email & Phone Number
Financial Planning at Morgan Stanley Wealth Management
at
Morgan Stanley
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning at Morgan Stanley Wealth Management
Location
Miami, Florida, United States
Company size
Who is Gabriel Lema? Overview
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Quick answer
Gabriel Lema is listed as Financial Planning at Morgan Stanley Wealth Management at Morgan Stanley, a with 78669 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Gabriel Lema.
Gabriel Lema previously worked as Financial Planning Specialist at Morgan Stanley and International Senior Registered Client Associate, Officer at Wells Fargo Advisors. Gabriel Lema holds Law from University Of Buenos Aires.
Company email context
Email format at Morgan Stanley
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{first}.{last}@morganstanley.com
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Profile bio
About Gabriel Lema
•More than thirty years of experience in capital markets and back office operations and sales management. Excellent computer and organizational skills. Proficiency in MS Office, Operation Systems AS/400, Olympic, Globus, Smart Station and 3D.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use only by residents of CA, CT, FL, GA, IL, MD, MI, NJ, NY, SC, and TX.Please contact me by e-mail @ gabriel.lema@morganstanley.com or by phone @ 305-960-3459. I cannot respond to messages through LinKedIn.
Listed skills include Capital Markets, Financial Markets, Back Office, Derivatives, and 8 others.
Current workplace
Gabriel Lema's current company
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Morgan Stanley
7 roles · 19 years
Gabriel Lema work experience
A career timeline built from the work history available for this profile.
International Senior Registered Client Associate, Officer
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
Dec 2015 - Jun 2021
Relationship Officer
• Support the Bankers in key relationship with clients, being prepared to deal directly with clients when needed.• Responsible for executing sales strategies and all operational duties (trades and cash management) related to them.• Responsible for processing clients instructions related to transactions, and performing follow up to ensure optimal execution.• Ensure services are delivered in accordance with client needs.
2012 - Nov 2015
Mutual Fund Specialist
• In charge of executing all the orders (Subscriptions/Redemptions) for Daily Funds and Hedge Funds ensuring that all settlements with the Funds are correctly processed on a timely basis. • Mutual Funds Dividends Accountable for the accurate process of dividends reinvestment and cash dividends in the clients ‘account.
2008 - 2012
~4 yrs
Operations Analyst
Oct 2005 - Jun 2008
Operations Supervisor
Jun 1998 - Sep 2005
Back Office Executive
Erario Bursatil S.A Sociedad De Bolsa
Mar 1994 - Jun 1998
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
LZ
Lingling Zuo
Colleague at Morgan StanleyPudong, Shanghai, China
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VM
Vishal Manghani
Colleague at Morgan StanleyMumbai, Maharashtra, India
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RP
Ryan P. C. Adams
Colleague at Morgan StanleyGreater London, England, United Kingdom
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TP
Tasha Plonka
Colleague at Morgan StanleyBrooklyn, New York, United States
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ME
Martin Elsworth
Colleague at Morgan StanleyIrving, Texas, United States
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RB
Ryan Brown
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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SS
Shayan Shafizadeh
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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JM
Jose Maria Rodriguez, Cfa
Colleague at Morgan StanleyMiami, Florida, United States
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JG
Joseph Gentile
Colleague at Morgan StanleyGlasgow, Scotland, United Kingdom
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FP
Flavie Pereira
Colleague at Morgan StanleyMumbai, Maharashtra, India
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Lingling Zuo
Colleague at Morgan StanleyPudong, Shanghai, China
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VM
Vishal Manghani
Colleague at Morgan StanleyMumbai, Maharashtra, India
View →
RP
Ryan P. C. Adams
Colleague at Morgan StanleyGreater London, England, United Kingdom
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TP
Tasha Plonka
Colleague at Morgan StanleyBrooklyn, New York, United States
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ME
Martin Elsworth
Colleague at Morgan StanleyIrving, Texas, United States
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RB
Ryan Brown
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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SS
Shayan Shafizadeh
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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JM
Jose Maria Rodriguez, Cfa
Colleague at Morgan StanleyMiami, Florida, United States
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JG
Joseph Gentile
Colleague at Morgan StanleyGlasgow, Scotland, United Kingdom
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FP
Flavie Pereira
Colleague at Morgan StanleyMumbai, Maharashtra, India
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2 education records
Gabriel Lema education
Education record
Insituto San Andres, Banfield
FAQ
Frequently asked questions about Gabriel Lema
Quick answers generated from the profile data available on this page.
What company does Gabriel Lema work for?
Gabriel Lema works for Morgan Stanley.
What is Gabriel Lema's role at Morgan Stanley?
Gabriel Lema is listed as Financial Planning at Morgan Stanley Wealth Management at Morgan Stanley.
What is Gabriel Lema's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Gabriel Lema at Morgan Stanley.
Where is Gabriel Lema based?
Gabriel Lema is based in Miami, Florida, United States while working with Morgan Stanley.
What companies has Gabriel Lema worked for?
Gabriel Lema has worked for Morgan Stanley, Wells Fargo Advisors, Itaú Unibanco, Itaú Usa, and Bank Of Boston.
Who are Gabriel Lema's colleagues at Morgan Stanley?
Gabriel Lema's colleagues at Morgan Stanley include Lingling Zuo, Vishal Manghani, Ryan P. C. Adams, Tasha Plonka, and Martin Elsworth.
How can I contact Gabriel Lema?
You can use AeroLeads to view verified contact signals for Gabriel Lema at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Gabriel Lema attend?
Gabriel Lema holds Law from University Of Buenos Aires.
What skills is Gabriel Lema known for?
Gabriel Lema is listed with skills including Capital Markets, Financial Markets, Back Office, Derivatives, Investments, Fixed Income, Mutual Funds, and Hedge Funds.
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