John Ciesla
Assistant Vice President, Business Development Officer & Traditional Investments Lead @ Morgan Stanley | Series 7 & 66
- Role
- Assistant Vice President, Business Development Officer & Traditional Investments Lead at Morgan Stanley
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About John Ciesla
Dedicated and results-driven professional with a strong background in Investment Management, specializing in Wealth Management and Asset Management Sales. Skilled in servicing various investor types, from Institutional Clients to High-Net-Worth individuals, to facilitate business growth through a robust skill set and in-depth industry knowledge. Well-versed in working with several institutional plan types such as 401K Retirement, Defined Contribution, Defined Benefit, Taft Hartley, and Non-Profit plans. Proficient in business development, relationship management, and CRM management.
Experience
Assistant Vice President, Business Development Officer & Traditional Investments Lead
Jan 2025 — Present
Education
University of Connecticut
Natural Resource Economics
2013 — 2017
Skills
- Access
- Economics
- Problem Solving
- Customer Service
- Microsoft Word
- Research
- Sap
- Social Media
- Customer Communication
- Sales
- Powerpoint
- Microsoft Excel
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