Jonathan Brooks
Senior Vice President, Business Development Director at Morgan Stanley
- Role
- Senior Vice President, Business Development Director and Investment Consultant at Morgan Stanley
- Location
- Garden City, NY, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President, Business Development Director and Investment Consultant
Mar 2024 — Present · New York, NY, US
As a member of the leadership team for The Burrows Strzelecki Group at Morgan Stanley, my role seeks to help:• Manage key strategic account relationships• Cultivate and maintain prospective client relationships• Oversee management and expansion of our nation-wide financial advisor network of 100+ advisorsNMLS ID #26•••98\"“©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. Jonathan Brooks may only transact business in states where [he/she] is registered or excluded or exempted from registration http://brokercheck.finra.org/Search/Search.aspx. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Jonathan Brooks is not registered or excluded or exempt from registration. Designations and/or awards are not indicative of Jonathan Brooks\' past or future performance. No fee is paid in exchange for any award. The information or content is for US residents only and subject to the following terms:
Education
Davidson College
B.A.
Skills
- Marketing
- Sales Management
- Saas
- Securities
- Financial Services
- Crm
- Management
- Finra
- Marketing Strategy
- New Business Development
- Salesforce.com
- Social Media Marketing
- Financial Wellness
- Corporate Services
- Strategic Planning
- Account Management
- Financial Education
- Enterprise Solution Sales
- Equity Compensation
- Enterprise Technology Sales
- Sales
- Financial Institutions
- Client Management
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