Julio Cesar Lugo
AVP Relationship Manager Morgan Stanley at Work Equity Solutions @Morgan Stanley
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WORK HISTORY
AVP Relationship Manager Morgan Stanley at Work Equity Solutions @Morgan Stanley
San Diego, US
Morgan Stanley at work, Wealth Management, Corporate, and Equity Solutions. Equity Compensation. Relationship Manager/ Customer Success Manager: I manage a book of business of corporate and institutional mid-market clients in CA. Responsible for providing exceptional customer-centric service, financial wellness products and services that meet client\'s needs, and delivery of the client\'s corporate stock plan. Working with key decision-makers, including stock plan administrators(SPAs), CHRO, HR, benefits, compensation, C-level executives, finance, and legal departments. E*Trade Equity Edge Online, equity compensation platform. Software as a service (SAAS)
EDUCATION
San Diego State University
Bachelor of Science - BS
San Diego Mesa College
Associate of Science - AS
SKILLS
ABOUT JULIO CESAR LUGO
Relationship Manager and Customer Success professional with over 10 years of experience…
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