Achieve sales quotas monthly by developing sales strategy in allocated territory with target prospects, regional plan, products, and services.Act as a trusted advisor to customers by understanding their existing and future roadmaps.Arrange and conduct initial discussions and positioning meetings with key decision makers.Manage the sales process in Salesforce.Remain resilient, tech-savvy, and proactive in a fast-paced environment with monthly changes in products, services, pricing, and customer locations.Efficiently balance a high volume of customer service requests while consistently meeting sales quotas.

As a Financial Advisor, Tammy serves the distinctive needs of the team’s high net worth clients. She has been working as a junior partner since early 2014. Her many responsibilities include financial planning, managing performance measurements, marketing activities and coordinating the resolution of complex business issues. She is always available to answer client’s questions and assist them in a wide range of services. Tammy joined Morgan Stanley in 1998 as a Relationship and Business Manager of the WA Group. She has been working in the financial services industry for more than 14 years.Morgan Stanley Smith Barney LLC (“MSSB”), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; http://www.ms.com/disclaimers/mssbemail.htmlMorgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advise based on their particular circumstances from an independent tax advisor.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Assist VP Advisor - Wealth Manager, client relationship & business manager, product research, event planning, marketing, administrative and operations