Jason Head
Executive Director @Morgan Stanley
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WORK HISTORY
Executive Director @Morgan Stanley
Dallas-Fort Worth, TX, US
Project Manager – Change Management2023 – Present- Lead a team of Project Analysts focused on enterprise-wide change initiativesPartner with senior leadership to identify operational, process, and technology gaps including future AI integrations- Drive strategic planning and execution for cross-functional projects across Legal, Compliance, Technology, Procedures, and Training teams- Ensure alignment between change initiatives and organizational goals through clear communication and stakeholder engagementRegional Sales Manager – Northeast Mortgage Division2016 – 2023- Managed a high-performing team of Mortgage Originators serving Ultra High Net Worth and core clients- Delivered over $2 billion in annual funded origination volume through strategic sales leadership and relationship management- Designed and implemented policies and procedures to ensure a compliant and seamless origination process- Played a key role in the design and development of a new loan origination system to enhance efficiency and client experience- Collaborated closely with Branch Managers, Financial Advisors, and Private Bankers to deliver a white-glove client experience- Mentored and developed sales talent while maintaining a strong compliance and performance-driven culture
EDUCATION
Texas A&M University - Mays Business School
Marketing
SKILLS
ABOUT JASON HEAD
Executive Director at Morgan Stanley Private Bank
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