Kellie Elder

Kellie Elder, CPC QPA CRPS(r) AIFA(r)

Role: Vice President at Morgan Stanley
Location: Houston, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Kellie Elder

Kellie Elder is passionate about helping retirement plan professionals grow and maintain…

Experience

Vice President
Morgan Stanley
Jan 2022 — Present · Houston, TX, US

Education

University of Oklahoma
Bachelor of Business Administration

Skills

401k
Retirement
Investments
Finance
Pensions
Defined Benefit
Defined Contribution
401(K) Retirement Savings Plans
Asset Allocation
Mutual Funds
Iras
Asset Management
Financial Advisory
Financial Planning
Erisa

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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About Kellie Elder

Experience

Vice President

Education

University of Oklahoma

Skills

Find verified contacts for anyone on LinkedIn