Brian Davis

AVP Service Manager Morgan Stanley WA Market Complex

Role
AVP Service Manager at Morgan Stanley
Location
Seattle, WA, US
LinkedIn followers
500 followers

About Brian Davis

Licensed securities sales supervisor with a substantial and varied experience in the…

Experience

  1. AVP Service Manager

    Morgan Stanley

    Apr 2025 — Present · Seattle, WA, US

    Lead branches in executing the organization’s strategic priorities by influencing and coaching behavioral change focusing on consistency, quality, and compliance- Lead, mentor, and supervise a team service associates & receptionists including conducting one on one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities, and team building with direct reports- Maintain strong relationships with key partners within the Branches, Market, Regional and Home offices via facilitation and participation in team meetings, regional, and national calls-Promote a branch culture that’s consistent with the firm’s core values, including championing diversity and inclusion- Oversee and manage service transaction approvals and processes- Lead select operational remediations within the team and ensure corrective action is taken before deadlines- Ensure appropriate coverage across all branches in market area- Oversee various administrative and operational efforts within the branches- Ensure compliance with firm policies and procedures via execution of regular self-audit testing and partnering with Market Risk Officers on branch exams and corrective actions- Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies.

Education

  • Lansing Community College

    International Business

    2018 — 2019

  • College of Engineering – Oregon State University

    Bachelors of Computer Science

    2023 — 2026

  • Schoolcraft College

    International Business

    2017 — 2018

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Brian Davis — AVP Service Manager at Morgan Stanley in Seattle, WA, US | Unifers