Carly Schwartz

Carly Schwartz Email and Phone Number

Client Success Manager | Project Management | Business Management @ Morgan Stanley
Carly Schwartz's Location
New York, New York, United States, United States
Carly Schwartz's Contact Details

Carly Schwartz work email

Carly Schwartz personal email

n/a
About Carly Schwartz

Carly Schwartz is a Client Success Manager | Project Management | Business Management at Morgan Stanley. She possess expertise in microsoft word, microsoft office, microsoft excel, leadership, powerpoint and 2 more skills.

Carly Schwartz's Current Company Details
Morgan Stanley

Morgan Stanley

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Client Success Manager | Project Management | Business Management
Website:
morganstanley.com
Employees:
94640
Carly Schwartz Work Experience Details
  • Morgan Stanley
    Morgan Stanley
    View
  • Nayya
    Senior Customer Success Manager
    Nayya May 2024 - Nov 2024
    New York, New York, Us
    • Acted as the primary post-sales liaison, swiftly addressing client needs and collaborating with cross-functional teams to deliver tailored solutions.• Spearheaded client retention strategies, securing a $75K upsell by partnering with the partnerships team to develop a targeted save-plan for an at-risk client.• Organized and facilitated in-person open enrollment benefits fairs, educating over 500 participants on Nayya Health’s offerings.
    View
  • Morgan Stanley
    Assistant Vice President
    Morgan Stanley Nov 2021 - Aug 2023
    New York, Ny, Us
    Managed key accounts and strategic relationships post-sales cycle for 'Morgan Stanley at Work Financial Wellness' employee benefits product/software as a service (SaaS).
    View
  • Morgan Stanley
    Associate
    Morgan Stanley May 2019 - Oct 2021
    New York, Ny, Us
    Project Manager / Agile Scrum Master
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  • Morgan Stanley
    Analyst
    Morgan Stanley Jul 2017 - May 2019
    New York, Ny, Us
    Office of Business Management/COO
    View
  • Ruffalo Noel Levitz
    Fundraiser
    Ruffalo Noel Levitz Sep 2014 - May 2017
    Cedar Rapids, Ia, Us
    Raised over $62,500 for the University of Delaware; over 25% of total staff earnings
    View

Carly Schwartz Skills

Microsoft Word Microsoft Office Microsoft Excel Leadership Powerpoint Sales People Skills

Carly Schwartz Education Details

  • Semester At Sea / Ise
    Semester At Sea / Ise
    Finance
  • University Of Delaware - Lerner College Of Business And Economics
    University Of Delaware - Lerner College Of Business And Economics
    Finance Major With International Business And Economics Minors

Frequently Asked Questions about Carly Schwartz

What company does Carly Schwartz work for?

Carly Schwartz works for Morgan Stanley

What is Carly Schwartz's role at the current company?

Carly Schwartz's current role is Client Success Manager | Project Management | Business Management.

What is Carly Schwartz's email address?

Carly Schwartz's email address is ca****@****onl.com

What schools did Carly Schwartz attend?

Carly Schwartz attended Semester At Sea / Ise, University Of Delaware - Lerner College Of Business And Economics.

What skills is Carly Schwartz known for?

Carly Schwartz has skills like Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Powerpoint, Sales, People Skills.

Who are Carly Schwartz's colleagues?

Carly Schwartz's colleagues are Yiqiu Wang, Eric Grossjung, Puja Kumar, Rebecca Kim, Ilona Ágnes Németh, Gale Wolfenbarger, Kwame Rogers.

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