Karla Lee
Branch Manager @Morgan Stanley
Walnut Creek, CA, US
EMAILS
k••••••••@morganstanley.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2022 — Present
Branch Manager @Morgan Stanley
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Palo Alto, CA, US
EDUCATION
2021 — 2023
University of San Francisco School of Management
Executive MBA
2005 — 2009
Toulouse Lautrec Institute of Design
Bachelor's degree, Fine/Studio Arts, General
2008 — 2010
University of Washington
Pacific Coast Banking School, Banking, Corporate, Finance, and Securities Law
SKILLS
CreditBranch BankingMortgage LendingTeam LeadershipFinancial AnalysisFhaCredit RiskLoansRetail BankingTalent ManagementFinanceCorporate CommunicationsPublic SpeakingExecutive ManagementUnderwritingCommercial LendingBusiness Relationship ManagementMortgage BankingSmall Business LendingStrategic PlanningSalesPublic RelationsManagementCredit CardsStrategyCommercial BankingBankingLoss PreventionRisk ManagementLeadershipDepositsTreasury ManagementCustomer ServiceConsumer LendingRisk AssessmentLoan OriginationRelationship ManagementRegulatory ComplianceCredit AnalysisCross Selling
ABOUT KARLA LEE
Leader in Financial Services strategy and execution. Enjoys driving growth through value…
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