Complex Risk Officer
Current
Jun 2016 - Present
AeroLeads people directory · profile
Patrick Beale Email & Phone Number
Vice President - Complex Risk Officer
at
Morgan Stanley
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President - Complex Risk Officer
Location
Atlanta Metropolitan Area, United States
Company size
Who is Patrick Beale? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Beale is listed as Vice President - Complex Risk Officer at Morgan Stanley, a with 78669 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Patrick Beale.
Patrick Beale previously worked as Complex Risk Officer at Morgan Stanley and Senior Registered Service Associate at Morgan Stanley. Patrick Beale holds Bachelor Of Science (B.S.), Business Administration Specialization In Finance from Southern Illinois University, Edwardsville.
Company email context
Email format at Morgan Stanley
This section adds company-level context without repeating Patrick Beale's masked contact details.
{first}.{last}@morganstanley.com
89% confidence
AeroLeads found 1 current-domain work email signal for Patrick Beale. Compare company email patterns before reaching out.
Profile bio
About Patrick Beale
A highly motivated and results-driven Wealth Management professional that is exceptionally skilled at managing multiple tasks efficiently and meeting deadlines. Demonstrated ability to build, foster, and maintain relationships across multiple areas of an organization. Precise and analytical with the ability to excel in both a team environment or unsupervised.
Listed skills include Contract Auditing, Financial Process Improvement, Insurance, Account Management, and 18 others.
Current workplace
Patrick Beale's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgan Stanley
4 roles · 25 years
Patrick Beale work experience
A career timeline built from the work history available for this profile.
Senior Registered Service Associate
Jan 2013 - Jun 2016
Team Leader
Responsible for a team of twelve associates whose daily functions include the processing of insurance business for both the US and Canada. Tasked to identify and implement both system and process enhancements that had a significant impact on team scalability and process efficiency.Managed relationships with numerous Product Partners, industry groups, and various teams within Edward Jones. Focus of these relationships is product knowledge, incorporation of processing procedures, and industry regulations.Coordinate Responsibility Based Management with my team to track measurements and define objectives with the end goal of ensuring a high level of quality, accuracy and production.
2002 - 2012
~10 yrs
Financial Advisor
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.
Jan 2000 - Aug 2001
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
NS
Nicholas Summa
Colleague at Morgan StanleyGilbert, Arizona, United States
View →
BB
Brenda Brown
Colleague at Morgan StanleyCharleston-Huntington Area, United States
View →
PH
Priscilla Ho
Colleague at Morgan StanleyHong Kong Sar, Hong Kong
View →
KK
Karthik Kamurthy
Colleague at Morgan StanleyMontreal, Quebec, Canada
View →
AC
Akanksha Chauhan
Colleague at Morgan StanleyBengaluru, Karnataka, India
View →
RR
Ricardo Rivera
Colleague at Morgan StanleyBrossard, Quebec, Canada
View →
PS
Peter Schmidt
Colleague at Morgan StanleyNew York, United States
View →
KP
Krishna Patel
Colleague at Morgan StanleyMumbai, Maharashtra, India
View →
HK
Harsha K
Colleague at Morgan StanleyGreater Toronto Area, Canada
View →
HH
Hesham Hussen, Dipifr
Colleague at Morgan StanleyBudapest, Hungary
View →
Nicholas Summa
Colleague at Morgan StanleyGilbert, Arizona, United States
View →
BB
Brenda Brown
Colleague at Morgan StanleyCharleston-Huntington Area, United States
View →
PH
Priscilla Ho
Colleague at Morgan StanleyHong Kong Sar, Hong Kong
View →
KK
Karthik Kamurthy
Colleague at Morgan StanleyMontreal, Quebec, Canada
View →
AC
Akanksha Chauhan
Colleague at Morgan StanleyBengaluru, Karnataka, India
View →
RR
Ricardo Rivera
Colleague at Morgan StanleyBrossard, Quebec, Canada
View →
PS
Peter Schmidt
Colleague at Morgan StanleyNew York, United States
View →
KP
Krishna Patel
Colleague at Morgan StanleyMumbai, Maharashtra, India
View →
HK
Harsha K
Colleague at Morgan StanleyGreater Toronto Area, Canada
View →
HH
Hesham Hussen, Dipifr
Colleague at Morgan StanleyBudapest, Hungary
View →
1 education record
Patrick Beale education
FAQ
Frequently asked questions about Patrick Beale
Quick answers generated from the profile data available on this page.
What company does Patrick Beale work for?
Patrick Beale works for Morgan Stanley.
What is Patrick Beale's role at Morgan Stanley?
Patrick Beale is listed as Vice President - Complex Risk Officer at Morgan Stanley.
What is Patrick Beale's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Patrick Beale at Morgan Stanley.
Where is Patrick Beale based?
Patrick Beale is based in Atlanta Metropolitan Area, United States while working with Morgan Stanley.
What companies has Patrick Beale worked for?
Patrick Beale has worked for Morgan Stanley, Edward Jones, and H&R Block Financial Advisors.
Who are Patrick Beale's colleagues at Morgan Stanley?
Patrick Beale's colleagues at Morgan Stanley include Nicholas Summa, Brenda Brown, Priscilla Ho, Karthik Kamurthy, and Akanksha Chauhan.
How can I contact Patrick Beale?
You can use AeroLeads to view verified contact signals for Patrick Beale at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Patrick Beale attend?
Patrick Beale holds Bachelor Of Science (B.S.), Business Administration Specialization In Finance from Southern Illinois University, Edwardsville.
What skills is Patrick Beale known for?
Patrick Beale is listed with skills including Contract Auditing, Financial Process Improvement, Insurance, Account Management, Data Management, Customer Satisfaction, Communication, and International Relations.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Patrick Beale you were looking for.
View similar profiles
