Amy Lester Barer
Vice President, Wealth Management at Morgan Stanley
- Role
- Vice President, Field Marketing, Wealth Management at Morgan Stanley
- Location
- Hastings-On-Hudson, NY, US
- LinkedIn followers
- 500 followers
About Amy Lester Barer
I am an innovative professional with extensive experience in planning and executing fundraising/cultivation events for large nonprofits and corporations. Among my strongest assets are relationship building, board development and cultivation of major donors. I am a skilled developer of speeches, presentations and collateral materials to support marketing initiatives and new business development. As a CPA, I am capable of handling budgets and providing data-driven analysis for decision making. I am both a team player and team leader who is comfortable working effectively across all levels of an organization to meet the needs of both internal and external stakeholders.
Experience
Vice President, Field Marketing, Wealth Management
Oct 2018 — Present · Purchase, NY, US
Skills
- Volunteer Management
- Event Planning
- Fundraising
- Event Management
- Marketing Strategy
- Board Development
- Marketing
- Nonprofits
- Philanthropy
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