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William Bae Email & Phone Number
Assistant Vice President | Digital VEA Associate Desk Manager
at
Morgan Stanley
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Assistant Vice President | Digital VEA Associate Desk Manager
Location
Bedford, New York, United States
Company size
Who is William Bae? Overview
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Quick answer
William Bae is listed as Assistant Vice President | Digital VEA Associate Desk Manager at Morgan Stanley, a with 94640 employees, based in Bedford, New York, United States. AeroLeads shows a matched LinkedIn profile for William Bae.
William Bae previously worked as Senior Virtual Engagement Associate at Morgan Stanley and Digital VEA Associate Desk Manager at Morgan Stanley. William Bae holds Bachelor Of Arts - Ba, Mathematics from Colby College.
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Morgan Stanley
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Profile bio
About William Bae
William Bae is a Assistant Vice President | Digital VEA Associate Desk Manager at Morgan Stanley.
Current workplace
William Bae's current company
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Morgan Stanley
8 roles
William Bae work experience
A career timeline built from the work history available for this profile.
Senior Virtual Engagement Associate
Digital Vea Associate Desk Manager
Current
Jun 2024 - Present
Senior Virtual Engagement Associate
Participates in the two-year Virtual Engagement Associate Program that then transitions into the Financial Advisor Associate Program. Uses Morgan Stanley engagement tools to assist Financial Advisor teams to enhance client relationships and generate increased business. Assists Financial Advisors with helping their clients execute relevant investment strategies based on Reg BI and their financial goals. Manages Financial Advisors' digital presence via channels such as social media and existing websites. Manages virtual client seminars on behalf of Financial Advisors and deliver information and follow up to clients.
Jan 2021 - Jun 2024
Financial Advisor
Passed Life, Accident, and Health and Series 65 exams. Work in combination with other advisors to deliver comprehensive financial plans and provide and implement investment recommendations.
Aug 2020 - Oct 2020
Its Support Center Technician
Worked as a student technician for Colby ITS. Resolved software issues for school-owned computers. Imaged school laboratory machines.
May 2018 - Apr 2020
Summer Intern
Shadowed Managing Director, work with Bloomberg Machine, perform market analysis on investment opportunities including Beyond Meat, Impossible Foods, AMD, Intel, and Nvidia. Worked in sales and observed interactions with clients.
Jul 2019 - Aug 2019
Intern
Work with Portuguese startup company, Aptoide, and developed strategies to better reach the U.S. app developer market. Work included analyzing niches of the app developer market and developing strategies to improve competitiveness. Learned about blockchain and its utility in Aptoide’s services.
Jun 2019 - Jul 2019
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
DR
Diane Roberts
Colleague at Morgan StanleyCharleston, South Carolina, United States
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HG
Heidi Gregory
Colleague at Morgan StanleyAvon, Connecticut, United States
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AS
Akruti Singh
Colleague at Morgan StanleyDelhi, India
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PR
Prabodh Rai
Colleague at Morgan StanleyLondon Area, United Kingdom
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LM
Lisa Marie Baksh, Cpa
Colleague at Morgan StanleyNew York, United States
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KR
Kristoffer Røed
Colleague at Morgan StanleyCopenhagen Metropolitan Area, Denmark
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AB
Abhishek Bhavsar
Colleague at Morgan StanleyPune, Maharashtra, India
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SW
Sara Wallace
Colleague at Morgan StanleyPortland, Oregon Metropolitan Area, United States
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RM
Riley M.
Colleague at Morgan StanleySeattle, Washington, United States
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AB
Apurva Bamne
Colleague at Morgan StanleyMumbai, Maharashtra, India
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Diane Roberts
Colleague at Morgan StanleyCharleston, South Carolina, United States
View →
HG
Heidi Gregory
Colleague at Morgan StanleyAvon, Connecticut, United States
View →
AS
Akruti Singh
Colleague at Morgan StanleyDelhi, India
View →
PR
Prabodh Rai
Colleague at Morgan StanleyLondon Area, United Kingdom
View →
LM
Lisa Marie Baksh, Cpa
Colleague at Morgan StanleyNew York, United States
View →
KR
Kristoffer Røed
Colleague at Morgan StanleyCopenhagen Metropolitan Area, Denmark
View →
AB
Abhishek Bhavsar
Colleague at Morgan StanleyPune, Maharashtra, India
View →
SW
Sara Wallace
Colleague at Morgan StanleyPortland, Oregon Metropolitan Area, United States
View →
RM
Riley M.
Colleague at Morgan StanleySeattle, Washington, United States
View →
AB
Apurva Bamne
Colleague at Morgan StanleyMumbai, Maharashtra, India
View →
2 education records
William Bae education
Bachelor Of Arts - Ba, Mathematics
Colby College
Bachelor Of Arts - Ba, Physics
Colby College
FAQ
Frequently asked questions about William Bae
Quick answers generated from the profile data available on this page.
What company does William Bae work for?
William Bae works for Morgan Stanley.
What is William Bae's role at Morgan Stanley?
William Bae is listed as Assistant Vice President | Digital VEA Associate Desk Manager at Morgan Stanley.
Where is William Bae based?
William Bae is based in Bedford, New York, United States while working with Morgan Stanley.
What companies has William Bae worked for?
William Bae has worked for Morgan Stanley, Mcadam Financial, Colby College, National Securities Corporation, and Continuum Capital Partners Llc.
Who are William Bae's colleagues at Morgan Stanley?
William Bae's colleagues at Morgan Stanley include Diane Roberts, Heidi Gregory, Akruti Singh, Prabodh Rai, and Lisa Marie Baksh, Cpa.
How can I contact William Bae?
You can use AeroLeads to view verified contact signals for William Bae at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did William Bae attend?
William Bae holds Bachelor Of Arts - Ba, Mathematics from Colby College.
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