Jessica Cesar Email and Phone Number
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Jessica Cesar is a Senior Client Sales Associate at Morgan Stanley at Morgan Stanley. She possess expertise in finance, customer service, microsoft excel, microsoft word, powerpoint and 1 more skills.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 78669
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Senior Client Sales AssociateMorgan Stanley Sep 2019 - Present
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Client AssociateWells Fargo Advisors Feb 2017 - Sep 2019Miami/Fort Lauderdale AreaI worked in a team with an International Financial Advisor and another Client Associate. My IFA’s book consist mostly of International accounts: PIC’s, Foundation’s, Joint and Individual, where I handle the majority of these on a day-to-day basis. My day-to-day consist of, but is not limited to, working closely with compliance to keep accounts in good standing, processing asset movement service request’s and servicing client’s needs. I am also responsible for opening new accounts, working on proposals, making sure account’s information and paperwork is current and accurate. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC -
Temporary AssistantAerotek Nov 2015 - Feb 2017Miami/Fort Lauderdale AreaAt Aerotek I temporarily helped at Wells Fargo Advisors. There, I worked with a team of 2 Financial Advisors and assisted them on the day to day work which included; client services, asset, documentation update, account updating among other things. -
Operations ClerkWells Fargo Advisors Aug 2011 - Jul 2015AventuraStarted as an intern working for a Financial Advisor doing marketing work, filing, and keeping up with his expenses. After a few months started doing assistant work such as: opening accounts; assisting clients with their accounts in trasfering money between accounts and wire transfers; filling out, reviewing, and sending out paperwork. After 2 and a half years I was moved to operations where I assisted and was trained by the Branch Liason with making sure all in/out correspondence and faxes follow company's regulations and procedures, depositing checks, assisting the branch with different projects, answering switchboard, and assisting clients when they come in.
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CashierMac Dollar Jan 2010 - Aug 2011North MiamiResponsable for the cash register. Assist customers in locating merchandise. Ordering new merchandise.
Jessica Cesar Skills
Jessica Cesar Education Details
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Florida International University – Miami, FlFinance -
Miami-Dade College – Miami, FlBusiness Administration
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St. Patricks Bilingual High School - Cordoba, ArgentinaBusiness Administration And Management, General
Frequently Asked Questions about Jessica Cesar
What company does Jessica Cesar work for?
Jessica Cesar works for Morgan Stanley
What is Jessica Cesar's role at the current company?
Jessica Cesar's current role is Senior Client Sales Associate at Morgan Stanley.
What is Jessica Cesar's email address?
Jessica Cesar's email address is je****@****ors.com
What is Jessica Cesar's direct phone number?
Jessica Cesar's direct phone number is +131487*****
What schools did Jessica Cesar attend?
Jessica Cesar attended Florida International University – Miami, Fl, Miami-Dade College – Miami, Fl, St. Patricks Bilingual High School - Cordoba, Argentina.
What are some of Jessica Cesar's interests?
Jessica Cesar has interest in Social Services.
What skills is Jessica Cesar known for?
Jessica Cesar has skills like Finance, Customer Service, Microsoft Excel, Microsoft Word, Powerpoint, Teamwork.
Who are Jessica Cesar's colleagues?
Jessica Cesar's colleagues are Gabriella Ferguson, Chaoxin Zheng, Vishal Agarwal, Cfa, Justin Wolfe, Matthew Zakelj, Winnie Mathonsi, Dolly Gulabani.
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