Joseph Portera

Private Banking at Morgan Stanley

Role: Private Banking-wealth Management at Morgan Stanley
Location: Detroit, MI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Private Banking-wealth Management
Morgan Stanley
Oct 2018 — Present

Education

Western Michigan University
Bachelor's degree, Accounting and Finance
1998 — 2001
Keller Graduate School of Management of DeVry University
Master of Business Administration - MBA, Accounting and Finance
2007 — 2009
Finra
Series 7

Skills

Leadership
Sales Operations
Customer Service
Leadership Development
Strategic Planning
District Management
Financial Audits
Customer Relations
Public Speaking
Sales Management
Customer Satisfaction
Strategic Leadership
Research
Performance Management
Financial Services
Management
Team Building
Team Leadership
Budgets
Operations Management
Retail Banking
Banking
Team Management
Investment Banking
Teaching
District Sales Management

Contact information

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Work email
•••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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Experience

Private Banking-wealth Management

Education

Western Michigan University

Keller Graduate School of Management of DeVry University

Finra

Skills

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