Dominic Martinez

About Dominic Martinez

With a political science and history background from City University of New York-Herbert H. Lehman College, I\'ve transitioned into the finance sector as a Digital Virtual Engagement Associate at Morgan Stanley. My core competencies include asset acquisition and implementing digital strategies that enhance client relationships and support financial advisors.My military experience as an officer has honed my leadership and detail-oriented skills, directly contributing to the management of significant unit property and the mentorship of junior officers. At Morgan Stanley, these skills translate to fostering financial growth and ensuring meticulous attention to client needs. I am committed to leveraging my diverse background to promote an inclusive culture and deliver innovative solutions to our team\'s challenges.

Experience

1. Digital Virtual Engagement Associate Retirement Virtual Engagement Associate

   Morgan Stanley

   Feb 2023 — Present

   Successfully contributed to a significant increase in net acquired assets (NAA) from clients and prospects, supporting the financial advisors with whom I collaborated-Created and implemented efficient strategies to engage clients in asset consolidation and new business prospects-Created customized client newsletters for financial advisors with pre-approved material to guarantee regular communication catered to particular audiences-Used the firm\'s digital resources to improve client interactions and promote business expansion on behalf of financial advisors.

Education

• City University of New York-Herbert H. Lehman College

  Political science

  2015 — 2019

• City University of New York-Herbert H. Lehman College

  History

  2015 — 2019