Michael Lepre Email & Phone Number
Who is Michael Lepre? Overview
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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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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 work experience
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Vice President /Ny Site Lead- Wealth Management Ops.
CurrentNew York site lead for Retirement Operations within Wealth Management
Vice President/Manager Retirement Services And Tax Management
-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.
Senior Vice President-Prime Brokerage And Hedge Fund Sales/Sales Trader
-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.
Managing Director/Vice President - Retirement Services
-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.
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
David Guess
Colleague at Morgan StanleyColumbus, Ohio Metropolitan Area, United States
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Tom Carlucci
Colleague at Morgan StanleyToms River, New Jersey, United States, United States
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David Einstein
Colleague at Morgan StanleyNeptune, New Jersey, United States, United States
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Jesse Penton
Colleague at Morgan StanleyDallas-Fort Worth Metroplex, United States, United States
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Christopher Monahan
Colleague at Morgan StanleyChicago, Illinois, United States, United States
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Indramatie Persad
Colleague at Morgan StanleyQueens, New York, United States, United States
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Phil Plotnick
Colleague at Morgan StanleyLafayette Hill, Pennsylvania, United States, United States
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Jamie Beardsworth
Colleague at Morgan StanleyLondon, England, United Kingdom, United Kingdom
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Tiago Paula
Colleague at Morgan StanleyLondon, England, United Kingdom, United Kingdom
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Venkatapathi (Varma) Indukuri
Colleague at Morgan StanleyFalls Church, Virginia, United States, United States
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Michael Lepre education
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?
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What schools did Michael Lepre attend?
Michael Lepre holds Bachelor Of Science - Bs, Business Administration/Management from Wagner College.
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