Christopher Sawyer

Experience

1. Wealth Management Analyst

   Morgan Stanley

   Jul 2023 — Present

   Division: Morgan Stanley Family Office Responsible for utilization of Salesforce to establish new records and profiles of prospective MSFO opportunities as they are received through our partners in Wealth Management and across the Firm and maintaining those records with viable information and updates throughout the engagement process, as well as creating reports displaying viable status updates of MSFO opportunities. Also responsible for utilization of CSID system to request risk reports of prospective MSFO clients from our partners in Corporate Security and Investigation, as well as submitting clearance requests on MSFO prospects to our partners in Prospect Management through utilization of Excel recordkeeping. Also responsible for usage of internal and external resources to establish Client Briefing Memos and MSFO Presentations through utilization of Word and PowerPoint, for usage by members of Wealth Management, and our partners in Financial Advising, Global Wealth, Global Investments, Client Coverage, and Investment Operations. Attendance is also required for weekly, biweekly, and monthly team meetings to discuss status updates on assigned MSFO opportunities in the pipeline, and goals and strategies for upcoming client meetings and quarterly revenue expectations.