Gabriel Lema

Gabriel Lema Email and Phone Number

Financial Planning at Morgan Stanley Wealth Management @ Morgan Stanley
new york, new york, united states
Gabriel Lema's Location
Miami, Florida, United States, United States
Gabriel Lema's Contact Details

Gabriel Lema personal email

n/a
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.

Gabriel Lema's Current Company Details
Morgan Stanley

Morgan Stanley

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Financial Planning at Morgan Stanley Wealth Management
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Gabriel Lema Work Experience Details
  • Morgan Stanley
    Financial Planning Specialist
    Morgan Stanley Jun 2021 - Present
    Miami, Florida, United States
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  • Wells Fargo Advisors
    International Senior Registered Client Associate, Officer
    Wells Fargo Advisors Dec 2015 - Jun 2021
    Miami/Fort Lauderdale Area
    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
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  • Itaú Unibanco
    Relationship Officer
    Itaú Unibanco 2012 - Nov 2015
    Miami, Fl Usa
    • 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.
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  • Itaú Usa
    Mutual Fund Specialist
    Itaú Usa 2008 - 2012
    Miami, Fl Usa
    • 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.
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  • Bank Of Boston
    Operations Analyst
    Bank Of Boston Oct 2005 - Jun 2008
    Coral Gables, Fl Usa
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  • Bank Of Boston
    Operations Supervisor
    Bank Of Boston Jun 1998 - Sep 2005
    Buenos Aires, Argentina
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  • Erario Bursatil S.A Sociedad De Bolsa
    Back Office Executive
    Erario Bursatil S.A Sociedad De Bolsa Mar 1994 - Jun 1998
    Buenos Aires, Argentina

Gabriel Lema Skills

Capital Markets Financial Markets Back Office Derivatives Investments Fixed Income Mutual Funds Hedge Funds Equities Banking Portfolio Management Investment Banking

Gabriel Lema Education Details

Frequently Asked Questions about Gabriel Lema

What company does Gabriel Lema work for?

Gabriel Lema works for Morgan Stanley

What is Gabriel Lema's role at the current company?

Gabriel Lema's current role is Financial Planning at Morgan Stanley Wealth Management.

What is Gabriel Lema's email address?

Gabriel Lema's email address is ga****@****ors.com

What schools did Gabriel Lema attend?

Gabriel Lema attended University Of Buenos Aires, Insituto San Andres, Banfield.

What skills is Gabriel Lema known for?

Gabriel Lema has skills like Capital Markets, Financial Markets, Back Office, Derivatives, Investments, Fixed Income, Mutual Funds, Hedge Funds, Equities, Banking, Portfolio Management, Investment Banking.

Who are Gabriel Lema's colleagues?

Gabriel Lema's colleagues are Zach B., Luke Hollman, Corey Fleisher, Fancy Muna, Ricardo Rivera, Sandoval Wood, Jose Cruz.

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