Joseph Toledano

Joseph Toledano Email and Phone Number

Managing Director at Morgan Stanley Wealth Management @
Joseph Toledano's Location
Purchase, New York, United States, United States
Joseph Toledano's Contact Details

Joseph Toledano personal email

n/a
About Joseph Toledano

Results oriented, financial services executive with 15 years of wealth management experience. Leading industry advocate behind new & innovative insurance based solutions designed to expand current adviser and client footprint. Proven track record having executed on the launch of dozens of products and partners while delivering sequential double digit revenue growth to a business generating $700 Million in annual revenue.

Joseph Toledano's Current Company Details
Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

Managing Director at Morgan Stanley Wealth Management
Joseph Toledano Work Experience Details
  • Morgan Stanley Wealth Management
    Managing Director
    Morgan Stanley Wealth Management May 1999 - Present
    Head of Insurance & Annuities
  • Morgan Stanley Smith Barney Llc
    Executive Director
    Morgan Stanley Smith Barney Llc Nov 2011 - Dec 2016
    New York, Ny, Us
    Head of Annuity Product & Internal Sales Distribution
    View
  • Morgan Stanley Smith Barney Llc.
    Vice President
    Morgan Stanley Smith Barney Llc. Jul 2007 - Nov 2011
    Director of Annuity & Life Development
  • Morgan Stanley & Company Inc.
    Vice President
    Morgan Stanley & Company Inc. Mar 2002 - Jul 2007
    Business Development & Relationship Management
  • Deutsche Bank
    Budget Analyst
    Deutsche Bank May 1999 - Mar 2002
    Frankfurt Am Main, Hessen, De
    View
  • Bankers Trust Company
    Cash Management Specialist
    Bankers Trust Company Jul 1996 - Jan 1998

Joseph Toledano Skills

Wealth Management Financial Services Fixed Annuities Mutual Funds Investments Business Development Series 7 Relationship Management Insurance Series 63 Asset Allocation Fixed Income Finra Alternative Investments Budgets Securities Retirement Planning

Joseph Toledano Education Details

  • Bernard M. Baruch College: Zicklin School Of Business
    Bernard M. Baruch College: Zicklin School Of Business
    Management Information Systems
  • Baruch College
    Baruch College

Frequently Asked Questions about Joseph Toledano

What company does Joseph Toledano work for?

Joseph Toledano works for Morgan Stanley Wealth Management

What is Joseph Toledano's role at the current company?

Joseph Toledano's current role is Managing Director at Morgan Stanley Wealth Management.

What is Joseph Toledano's email address?

Joseph Toledano's email address is jo****@****sdw.com

What is Joseph Toledano's direct phone number?

Joseph Toledano's direct phone number is +191425*****

What schools did Joseph Toledano attend?

Joseph Toledano attended Bernard M. Baruch College: Zicklin School Of Business, Baruch College.

What skills is Joseph Toledano known for?

Joseph Toledano has skills like Wealth Management, Financial Services, Fixed Annuities, Mutual Funds, Investments, Business Development, Series 7, Relationship Management, Insurance, Series 63, Asset Allocation, Fixed Income.

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