Vp - Client Reporting Strategy, Fa Platforms
Current
Sep 2021 - Present
AeroLeads people directory · profile
Rob Gerdes Email & Phone Number
VP - Client Reporting Strategy, FA Platforms at Morgan Stanley
at
Morgan Stanley
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
VP - Client Reporting Strategy, FA Platforms at Morgan Stanley
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Rob Gerdes? Overview
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Quick answer
Rob Gerdes is listed as VP - Client Reporting Strategy, FA Platforms at Morgan Stanley at Morgan Stanley, a company with 78669 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Rob Gerdes.
Rob Gerdes previously worked as VP - Client Reporting Strategy, FA Platforms at Morgan Stanley and Consultant - Business Analyst at The Enosys Group. Rob Gerdes holds Bachelor Of Arts (Ba) from Seton Hall University.
Company email context
Email format at Morgan Stanley
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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Rob Gerdes. Compare company email patterns before reaching out.
Profile bio
About Rob Gerdes
Experienced analyst with considerable expertise in Wealth Management reporting, Business Analysis, and IT consulting. A skilled technician and competent communicator, able to document complex business use cases and translate into functional business requirements with a clearly defined approach. A highly adaptable team player, adept at creating and maintaining meaningful professional relationships, both internally and with offshore delivery teams, all while helping projects complete successfully with the end-client in mind.
Listed skills include Business Analysis, Wealth Management, Sdlc, Investment Advisory, and 6 others.
Current workplace
Rob Gerdes's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgan Stanley
8 roles · 29 years
Rob Gerdes work experience
A career timeline built from the work history available for this profile.
Consultant - Business Analyst
Aug 2020 - Sep 2021
Senior Manager
Client Engagement Manager responsible for day-to-day operations of LiveWealth Reporting and Data Aggregation services, as well as partnering with off-shore Delivery Leads to provide a consultative approach to strategic enhancements in the Assets Held Away, Performance Reporting and Account Billing silos.
Jan 2018 - Dec 2019
Owner & Consultant
Rwg Consulting Inc
Assisting a large broker-dealer with the decommissioning of their legacy advisory performance reporting platform. Document business and functional business requirements. Author test scripts and perform user acceptance testing. Partner with business program managers to ensure completeness of business requirements. Assist QA and development teams on daily.
2014 - Jan 2018
Associate Director, Production Manager
Serve as key architect and supervisor of Quarterly Performance Report production process, requiring strong critical thinking and problem solving ability. Ensure timely migration of client-facing reports to a Financial Advisor intranet site as well as client delivery in hard or soft copy form. Implement the required policies and processes for the successful.
2008 - 2014
~6 yrs
Senior Associate, Retail Performance Analyst
Ubs
Update 350 composites and reconcile 3,900 member accounts to custodian data on a monthly basis. Support systems team in the maintenance of transaction and client data files from custodian bank. Maintain and update all pricing data used for Fiduciary Trust accounts. Provide clear, fully supported explanations to Financial Advisors to resolve questions.
2004 - 2008
~4 yrs
Associate, Institutional Performance Analyst
Act as Performance Analyst to 8 consultants for Institutional & High Net Worth clients. Produce and maintained all aspects of customized quarterly client performance reports. Consolidate all client assets held at multiple custodians into a quarterly composite report. Verify and report on asset values, holdings, and rates of return with Investment.
2000 - 2003
~3 yrs
Administrative Liaison
Review signed client agreements for non-discretionary, wrap-fee mutual fund product. Review, verify, and adjust initial and quarterly billing of client accounts. Process client account conversions via mutual fund trading system. Coordinate the digital scanning of approved client agreements for firm archives
1997 - 1999
~2 yrs
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
HH
Hb Hb
Colleague at Morgan Stanley
Dallas, Texas, United States, United States
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MC
Mike Clark
Colleague at Morgan Stanley
Columbus, Ohio, United States, United States
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MH
Matt Harris
Colleague at Morgan Stanley
Cincinnati Metropolitan Area, United States
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SP
Sathishkumar Paulsamy
Colleague at Morgan Stanley
Bengaluru, Karnataka, India, India
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BS
Bhuvana Sai Reddy Komaragunta
Colleague at Morgan Stanley
Edinburgh, Scotland, United Kingdom, United Kingdom
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SC
Stephanie C.
Colleague at Morgan Stanley
New York City Metropolitan Area, United States
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PC
Peyton Cook
Colleague at Morgan Stanley
Dallas-Fort Worth Metroplex, United States
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MO
Michael O'Connell
Colleague at Morgan Stanley
United States, United States
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AB
Aruna Bindra
Colleague at Morgan Stanley
Menlo Park, California, United States, United States
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VN
Vignesh Natarajan
Colleague at Morgan Stanley
Bangalore Rural, Karnataka, India, India
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Hb Hb
Colleague at Morgan Stanley
Dallas, Texas, United States, United States
View →
MC
Mike Clark
Colleague at Morgan Stanley
Columbus, Ohio, United States, United States
View →
MH
Matt Harris
Colleague at Morgan Stanley
Cincinnati Metropolitan Area, United States
View →
SP
Sathishkumar Paulsamy
Colleague at Morgan Stanley
Bengaluru, Karnataka, India, India
View →
BS
Bhuvana Sai Reddy Komaragunta
Colleague at Morgan Stanley
Edinburgh, Scotland, United Kingdom, United Kingdom
View →
SC
Stephanie C.
Colleague at Morgan Stanley
New York City Metropolitan Area, United States
View →
PC
Peyton Cook
Colleague at Morgan Stanley
Dallas-Fort Worth Metroplex, United States
View →
MO
Michael O'Connell
Colleague at Morgan Stanley
United States, United States
View →
AB
Aruna Bindra
Colleague at Morgan Stanley
Menlo Park, California, United States, United States
View →
VN
Vignesh Natarajan
Colleague at Morgan Stanley
Bangalore Rural, Karnataka, India, India
View →
1 education record
Rob Gerdes education
FAQ
Frequently asked questions about Rob Gerdes
Quick answers generated from the profile data available on this page.
What company does Rob Gerdes work for?
Rob Gerdes works for Morgan Stanley.
What is Rob Gerdes's role at Morgan Stanley?
Rob Gerdes is listed as VP - Client Reporting Strategy, FA Platforms at Morgan Stanley at Morgan Stanley.
What is Rob Gerdes's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Rob Gerdes at Morgan Stanley.
Where is Rob Gerdes based?
Rob Gerdes is based in New York City Metropolitan Area, United States, United States while working with Morgan Stanley.
What companies has Rob Gerdes worked for?
Rob Gerdes has worked for Morgan Stanley, The Enosys Group, Genpact, Rwg Consulting Inc, and Ubs.
Who are Rob Gerdes's colleagues at Morgan Stanley?
Rob Gerdes's colleagues at Morgan Stanley include Hb Hb, Mike Clark, Matt Harris, Sathishkumar Paulsamy, and Bhuvana Sai Reddy Komaragunta.
How can I contact Rob Gerdes?
You can use AeroLeads to view verified contact signals for Rob Gerdes at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Rob Gerdes attend?
Rob Gerdes holds Bachelor Of Arts (Ba) from Seton Hall University.
What skills is Rob Gerdes known for?
Rob Gerdes is listed with skills including Business Analysis, Wealth Management, Sdlc, Investment Advisory, Performance Reporting, Sql, Vendor Management, and Functional Requirements.
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