Michael Lepre
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Michael Lepre Email & Phone Number

Vice President and NY site lead- Wealth Management Ops. at Morgan Stanley
Location: New York City Metropolitan Area, United States, United States 5 work roles 1 school
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Current company
Role
Vice President and NY site lead- Wealth Management Ops.
Location
New York City Metropolitan Area, United States, United States
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Quick answer

Michael Lepre is listed as Vice President and NY site lead- Wealth Management Ops. at Morgan Stanley, a company with 94640 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael Lepre.

Michael Lepre previously worked as Vice President /NY site lead- Wealth Management Ops. at Morgan Stanley and Vice President/Manager Retirement Services and Tax Management at Bny Mellon | Pershing. Michael Lepre holds Bachelor Of Science - Bs, Business Administration/Management from Wagner College.

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Morgan Stanley

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Profile bio

About Michael Lepre

Experienced retirement, relationship, risk, and operations management executive with subject matter expertise in retirement and all aspects of qualified plans, defined contribution, defined benefit, deferred comp, 401k, and ERISA -Extensive background in retirement, risk and trading as well as personal wealth solutions, capital markets, and trading regulations.

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Michael Lepre's current company

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Morgan Stanley
Morgan Stanley
Vice President and NY site lead- Wealth Management Ops.
New York, NY, US
Employees
94640
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5 roles

Michael Lepre work experience

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Vice President And Ny Site Lead- Wealth Management Ops.

New York, NY, US

Vice President /Ny Site Lead- Wealth Management Ops.

Current

New York City Metropolitan Area

New York site lead for Retirement Operations within Wealth Management

Oct 2019 - Present

Vice President/Manager Retirement Services And Tax Management

Jersey City, NJ

-Directed firms extensive Retirement account division including all IRA, Defined Contribution, Defined Benefit, Deferred Compensation and 401K plans in area of tax reporting and assisting complex client service inquiries using my broad subject matter expertise(SME) -Managed small global/national team in FL, NJ and India.

Jan 2013 - May 2014

Senior Vice President-Prime Brokerage And Hedge Fund Sales/Sales Trader

Alaris Trading Partners/Concept Capital/Quad Capital Management

Jersey City, NJ & NY, NY

-SVP of prime brokerage sales and sales trading. (Mini prime into Goldman Sachs Execution/Clearing)-Offered full suite of services and consultative support to hedge fund managers, registered investment advisors, and family offices.-For Quad Capital/ Executed and traded millions of dollars in trades on a proprietary and portfolio building basis.

Nov 2009 - Dec 2012

Managing Director/Vice President - Retirement Services

Jp Morgan/Bear Stearns Securities Corp.

Brooklyn And NY, NY

-Oversaw 300,000 plus retirement and qualified plan accounts (dc/db/401k) -This included over $30 billion dollars in addition to an extensive management fee gathering process for additional revenue.-Initiate, cultivate and advance key client relationships and product lines.-Maintain daily communications and trouble shoot up to 300 broker dealer and ria.

Mar 1999 - Nov 2009
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Colleagues at Morgan Stanley

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1 education record

Michael Lepre education

FAQ

Frequently asked questions about Michael Lepre

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What company does Michael Lepre work for?

Michael Lepre works for Morgan Stanley.

What is Michael Lepre's role at Morgan Stanley?

Michael Lepre is listed as Vice President and NY site lead- Wealth Management Ops. at Morgan Stanley.

Where is Michael Lepre based?

Michael Lepre is based in New York City Metropolitan Area, United States, United States while working with Morgan Stanley.

What companies has Michael Lepre worked for?

Michael Lepre has worked for Morgan Stanley, Bny Mellon | Pershing, Alaris Trading Partners/Concept Capital/Quad Capital Management, and Jp Morgan/Bear Stearns Securities Corp..

Who are Michael Lepre's colleagues at Morgan Stanley?

Michael Lepre's colleagues at Morgan Stanley include David Guess, Tom Carlucci, David Einstein, Jesse Penton, and Christopher Monahan.

How can I contact Michael Lepre?

You can use AeroLeads to view verified contact signals for Michael Lepre at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Michael Lepre attend?

Michael Lepre holds Bachelor Of Science - Bs, Business Administration/Management from Wagner College.

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