Alex Kanko
Chief of Staff, VP at Morgan Stanley Private Wealth Management
- Role
- Chief of Staff, VP at Morgan Stanley
- Location
- Knoxville, TN, US
- LinkedIn followers
- 500 followers
Experience
Chief of Staff, VP
Oct 2020 — Present · Knoxville, TN, US
Drives the team’s strategic initiatives• Optimizes business practices• Ensures proper support for day-to-day operations• Enhances and promotes our client service offerings• Acts as our clients’ dedicated concierge for digital tools and ancillary servicesPatteson Wealth Management Group delivers tailored wealth planning strategies for entrepreneurs, business owners, and families of significant wealth.• Business Planning• Comprehensive Wealth Planning• Tax, Trust & Estate Advisory• Family Governance & Wealth Education©2023 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC 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. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: Kanko may only transact business in states where he/she is registered or excluded or exempted from registration.\"http://brokercheck.finra.org\" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Alex Kanko is not registered or excluded or exempt from registration.For more information on the designation(s), go to:https://advisor.morganstanley.com/patteson-wealth-management-group
Education
The University of Texas at San Antonio
BBA, Finance
2004 — 2007
Northwest Vista College
AS, Mathematics
2002 — 2004
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