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Ben Keziah
Emerging Wealth Solutions Summer Professional Intern @Morgan Stanley
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WORK HISTORY
Emerging Wealth Solutions Summer Professional Intern @Morgan Stanley
Alpharetta, GA, US
Intern for the Emerging Wealth Solutions Team which included a weekly rotation through Morgan Stanley Workplace Solutions, E*TRADE Client Services, and Morgan Stanley Virtual Advisor (MSVA) dedicated teams. Gained exposure to equity compensation, client relationship management, and digital wealth advisory solutions within a global office. Engaged with simulated plan building within Goals Planning System (GPS), and shadowed financial advisors during client discussions regarding financial and retirement planning.Presented a capstone presentation analyzing bank/brokerage wire request workflow rejections by conducting manager interviews and leveraging data from 8800+ workflows within E*TRADE proprietary softwares to identify root causes and propose solutions projected to reduce wire rejections by 70%, saving ~$175K annually. Studied and successfully passed the FINRA Securities Industry Essentials (SIE) Exam to cap off the internship
EDUCATION
Miami University
Bachelors of Science in Business, Business
ABOUT BEN KEZIAH
I am a Senior studying Finance at the Farmers School of Business at Miami University…
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