Daniel Stevens
Relationship Manager (Ocrm) @Morgan Stanley
London, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2024 — Present
Relationship Manager (Ocrm) @Morgan Stanley
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London, GB
Senior point of escalation for the firms top revenue generating clients (multi-asset)- Deliver metrics through broker reviews, whilst managing complex processes & project efforts- Review operational performance & efficiency to identity business opportunities and enhance client relationships.
EDUCATION
2002 — 2007
Beauchamps high school
GCSE A*-C, GCSE
2007 — 2007
South East Essex College
Bachelor of Technology (BTech), Information Technology
SKILLS
Customer ServiceBankingForeign ExchangeMoney MarketCommodity MarketsPost-Sales SupportInterest Rate DerivativesInterest Rate SwapsMifidStakeholder ManagementFx OptionsMiddle OfficeFront Office SupportRelationship BuildingDerivativesOnboardingKycFinancial RiskAnti Money LaunderingInvestment BankingFixed IncomePortfolio ManagementRisk ManagementFinancial ServicesFinancial Markets
ABOUT DANIEL STEVENS
Relationship Manager at Morgan Stanley
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