Chief Operating Officer And Vice President
Morgan Stanley Wealth Management
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Sofia Greco Email & Phone Number
Chief Operating Officer and Vice President
at
Morgan Stanley Wealth Management
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Morgan Stanley Wealth Management
Role
Chief Operating Officer and Vice President
Location
United States, United States, United States
Who is Sofia Greco? Overview
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Quick answer
Sofia Greco is listed as Chief Operating Officer and Vice President at Morgan Stanley Wealth Management, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Sofia Greco.
Sofia Greco previously worked as Chief Operating Officer / Vice President at Morgan Stanley Wealth Management and Vice President, Financial Planning & Data Aggregation at Morgan Stanley Wealth Management. Sofia Greco holds Ba, Economics from University Of California, Davis.
Profile bio
About Sofia Greco
Sofia is a results-oriented leader with solid analytical skills and the ability to work independently on multiple assignments in a deadline driven environment. She is self-reliant, "owns" problems and finds creative solutions. Sofia has years of experience managing, training and supervising large teams. She commands strong verbal and written skills that cover all aspects of agile / waterfall development, business analysis, compliance, re-engineering, planning and budgeting. Her interpersonal, organizational and presentation skills make her uniquely qualified to successfully manage several ventures at once and articulate the complexity of those processes in an engaging manner.
Current workplace
Sofia Greco's current company
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Morgan Stanley Wealth Management
6 roles
Sofia Greco work experience
A career timeline built from the work history available for this profile.
Chief Operating Officer / Vice President
Current
Morgan Stanley Wealth Management
- Deliver capabilities, strategies and thought leadership that supports the desire to increase Client and FA penetration for the Lending Products & Services businesses. Managed several new product launches and digital.
- Built core digital capabilities for Lending Products to clients and financialadvisors via agile development to drive continued growth, making it easier to do business. (Salesforce Integration, E-Sign, Pricing &.
- Expand addressable market through digital engagement via Target Marketing “Invitation to Apply”, Artificial Intelligence, Machine Learning
- Launched new products; Commercial Real Estate Finance, Purpose Lending and Liquidity Access Line for International Clients
- Agile Coach and member of the Morgan Stanley Agile Center of Excellence to transform how business and technology collaborate to deliver with greater alignment, speed and productivity
- Track record of training and coaching teams (PCMA) at various levels. Applying agile and DevOps approaches, practices, ceremonies and techniques through experimentation and improvement. Broad knowledge of Agile.
Aug 2022 - Present
Vice President, Financial Planning & Data Aggregation
Morgan Stanley Wealth Management
- Financial Planning & Data Integration lead for Morgan Stanley’s Wealth Management practice that has primary ownership of translating the client vision into specific strategies and priorities that fulfill expectations..
- Brought repeatable and predictive delivery through innovative integration & development methodologies
- Orchestrated the successful launch of Financial Planning & OneView products on the Morgan Stanley 3D platform
- Crafted an innovative software development & integration lifecycle to improve time to market and reduce defects
- Delivered measured performance improvement for Financial Planning tools year-over-year for the past six years
- Constructed a comprehensive engagement model to maintain transparency & accountability for clients
Jun 2019 - Aug 2022
Thomson Financial Logo Relationship Manager/ Business Analyst For Banking And Wealth Management
Thomson Financial - Banking And Wealth Management
- Responsible for the lifecycle product development and delivery of end-to-end management solutions for banking customers. Integrated technology products and services across several platforms and segments.
- Increased customer satisfaction by 20% though improved retail and web-based trading sites, broker workstations and banking analysis tools
- Captured and improved future business revenue through sensitive relationship cultivation with troubled clients
- Directed hardware / software integration platforms for 19K users to ThomsonONE broker workstation
- Improved overall performance and reduced bandwidth use by 40%
Aug 2017 - May 2019
Director, Strategy And Business Development
Virtual Network Technolgies, Inc.
- Developed and launched the business plan to venture capitalists that articulated business opportunities, penetration strategies, and competitive advantages. Examined U.S. healthcare sector policy and legislative.
- Recruited experienced executive management team consisting of CTO, COO and Vice President of Marketing
- Established quality financial models to demonstrate revenue and burn rate for products
- Obtained seed capital for the company
Jun 2016 - Jul 2017
Project Manager / Senior Business Analyst, Product Management And Marketing
Walker Digital Inc
- Collaborated with team members to execute business launch for gasoline and grocery businesses; performed extensive research on business opportunities for niche clients. Developed key marketing initiatives, including.
- Decreased average project turnaround from 28 days to just 20 days in first 3 months with improved quality and customer service
- Composed business rules, requirements, and customer service initiatives forall company transactions and services
Apr 2015 - May 2016
2 education records
Sofia Greco education
Ba, Economics
Bachelor'S Degree, Finance And Financial Management Services
FAQ
Frequently asked questions about Sofia Greco
Quick answers generated from the profile data available on this page.
What company does Sofia Greco work for?
Sofia Greco works for Morgan Stanley Wealth Management.
What is Sofia Greco's role at Morgan Stanley Wealth Management?
Sofia Greco is listed as Chief Operating Officer and Vice President at Morgan Stanley Wealth Management.
Where is Sofia Greco based?
Sofia Greco is based in United States, United States, United States while working with Morgan Stanley Wealth Management.
What companies has Sofia Greco worked for?
Sofia Greco has worked for Morgan Stanley Wealth Management, Thomson Financial - Banking And Wealth Management, Virtual Network Technolgies, Inc., and Walker Digital Inc.
How can I contact Sofia Greco?
You can use AeroLeads to view verified contact signals for Sofia Greco at Morgan Stanley Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Sofia Greco attend?
Sofia Greco holds Ba, Economics from University Of California, Davis.
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