Lee Douthat

Wealth Management Associate at Morgan Stanley

Role: Wealth Management Associate at Morgan Stanley
Location: Lexington, KY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Management Associate
Morgan Stanley
Dec 2017 — Present · Lexington, KY, US

Education

University of Kentucky
BA, Economics

Skills

Voluntary Employee Benefits
Market Research
Microsoft Word
Microsoft Office
Sales
Consumer Lending
Leadership
Management
Supply Chain Management
Powerpoint
Microsoft Excel
Economics
New Business Development
Retail Banking
Social Media
Employee Benefits
Umbrella Insurance
Marketing
Credit Analysis
Cold Calling
Fixed Annuities
Term Life Insurance
Customer Retention
Customer Service
Property & Casualty Insurance
Sales & Marketing Functions
Negotiation
Time Management
Life Insurance

Contact information

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Work email
•••••@morganstanley.com
Personal email
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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

Wealth Management Associate

Education

University of Kentucky

Skills

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