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 with 94640 employees, based in New York City Metropolitan Area, 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.
New 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 customers on a daily basis; nurture deep relationships with c-suite executives at these branches.-Managed and evaluated large staff including vice presidents, supervisors and specialists.
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
Shwetang Murkya
Colleague at Morgan StanleyMumbai, Maharashtra, India
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Sandy Fortin
Colleague at Morgan StanleyBoston, Massachusetts, United States
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Jessica Spondouris
Colleague at Morgan StanleyGreater Chicago Area, United States
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Moritz Kolarik
Colleague at Morgan StanleyLondon Area, United Kingdom
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Kevin O'Connor
Colleague at Morgan StanleyGreater London, England, United Kingdom
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David Morse
Colleague at Morgan StanleySalt Lake City Metropolitan Area, United States
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Ryan O'Hanlon
Colleague at Morgan StanleyUnited Kingdom
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Lynn Deng
Colleague at Morgan StanleyBoston, Massachusetts, United States
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John Mccusker
Colleague at Morgan StanleyNew York, United States
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Matt Stern
Colleague at Morgan StanleyNew York, United States
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Michael Lepre education
Frequently asked questions about Michael Lepre
Quick answers generated from the profile data available on this page.
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 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 Shwetang Murkya, Sandy Fortin, Jessica Spondouris, Moritz Kolarik, and Kevin O'Connor.
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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