Brooke Rudolph
Registered Client Service Associate at Morgan Stanley
- Role
- Registered Client Service Associate at Morgan Stanley
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Brooke Rudolph
With 6 years at Morgan Stanley, I’ve had the privilege of supporting high-net-worth individuals, families, and institutional clients — helping manage $322M in assets under management while ensuring every interaction is efficient, compliant, and client-focused.I specialize in client onboarding, regulatory compliance (FINRA, SEC, AML), and the execution of complex transactions. Along the way, I’ve generated revenue from structured note transactions and led alternative investment processes from account setup through order entry, including private credit, private equity, and other non-traditional products.What drives me is building long-term relationships by making clients feel supported, informed, and confident in their financial journey. Whether it’s navigating onboarding paperwork or executing time-sensitive trades, I approach each task with precision, urgency, and a service-first mindset. Always open to connecting with professionals in wealth management, financial services, and client success.
Experience
Registered Client Service Associate
Dec 2023 — Present · Raleigh, NC, US
Education
North Carolina State University
Bachelor of Arts (B.A.) & Bachelor of Science (B.S.), International/Global Studies & Agricultural Business Management
2014 — 2018
University of Adelaide
International/Global Studies and Business Administration, International Studies and Business Administration
2015 — 2015
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