Carl Jean
Market Manager, Executive Director at Morgan Stanley
- Role
- Market Manager, Executive Director at Morgan Stanley
- Location
- White Plains, NY, US
- LinkedIn followers
- 500 followers
About Carl Jean
Carl started his career at Morgan Stanley over two decades ago. Since joining the Firm as a financial advisor in August Carl was promoted to Vice President, Fixed Income Division in 2009 and then to Executive Director in 2012, where he was responsible for taxable fixed income sales for the top financial advisors in the Northeast. Most recently, he has shifted to a role as a Market Manager of Morgan Stanley Wealth Management’s Midtown Manhattan complex located at 1290 Avenue of the Americas where he is responsible for FAA hiring and training, net acquired assets, recruiting, revenue, same store sales, and growth of the complex. Carl earned a B.A. in Political Science with a minor in Finance from Iona College in Carl currently resides in White Plains, NY with his wife Monique, 2 kids Brooke and Brandon, and their dog Becket.
Experience
Market Manager, Executive Director
Jul 2023 — Present · New York, NY, US
2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms:
Education
Iona University
Political Science and Finance
Skills
- Strategy
- Investments
- Credit
- Banking
- Mutual Funds
- Capital Markets
- Series 7
- Series 63
- Insurance
- Series 24
- Bonds
- Equities
- Fixed Income
- Sales
- Finra
- Sales Management
- Bloomberg
- Wealth Management
- Portfolio Management
- Loans
- Securities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.