Donna Vazquez
Operations and Customer Experience Leader
- Role
- Vice President - Relationship Services at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Donna Vazquez
I am a tenacious and enthusiastic Operations and Customer Experience Leader with expertise leading change initiatives for customer-facing business and technical teams supporting B2B and B2C businesses. I am a strategic thinker who creates business infrastructure, develops best practices and process standardization that reduce inefficiencies, improve customer experiences, and engage customer facing teams. I am highly adept at assessing, restructuring and scaling organizations to meet changing customer needs and business objectives. I am an active leader who mentors and coaches and has led and engaged large multi-site teams. Specializing in: • Operational Strategy and Execution• Operational Transformation• Organizational Strategy• Business Process Improvement• Operational Risk Mitigation• Leadership• Change Management• Customer Experience• Relationship Building• Team Building/CoachingI am reachable at d••••••••@yahoo.com
Experience
Vice President - Relationship Services
Nov 2022 — Present · New York, NY, US
Solve non-traditional requests and complex business needs of Morgan Stanley\'s Top 100 Private Wealth Management teams and UHNW clients by collaborating with key strategic partners throughout the firm and championing their requirements.
Education
Universitat de Barcelona
spring semester, Spanish studies
Skidmore College
Bachelor's degree, Economics/Spanish
Smithtown High School West
High School
Skills
- Root Cause Analysis
- Financial Services
- Crm
- Brokers
- Brokerage Operations
- Management
- Human Resources
- Leadership
- Ria Operations
- Series 7
- Talent Management
- Operations Strategy
- Critical Thinking
- Team Leadership
- Process Improvement
- Vendor Management
- Six Sigma
- Trading
- Program Management
- Operations Execution
- Coaching
- Sales
- Training
- Client Relationship Building
- Teamwork
- Banking
- Risk Management
- Strategic Thinking
- Customer Relationship Management (Crm)
- Mergers & Acquisitions
- Business Strategy
- Broker Dealer Management Experience
- Change Management
- Mentoring
- Mentoring and Coaching
- Business Process Improvement
- Strategy
- Training and Development
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