Leta Bajraktari

About Leta Bajraktari

Private Client Adviser focusing on leading a group focused on the high and ultra high net worth market. Leading a team of world class advisors who collaborate to design and implement tailored strategies in asset management, trusts and estate planning strategies, cash management and lending solutions, business services and philanthropy.

Experience

1. Executive Director Private Wealth Advisor

   Morgan Stanley

   Jan 2023 — Present · Chicago, IL, US

   Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. MSSB Private Wealth Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Private Wealth Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-bajraktari-kroll-team. The information or content is for US residents only and subject to the following terms: information or content is for US residents only and subject to the following terms: 725233

Education

• Devry University

  Bachelor's degree in Finance, Finance

Skills

• Marketing
• Series 63
• Account Management
• Leadership
• Financial Reporting
• Capital Markets
• Series 7
• Portfolio Management
• Start-Ups
• Loans
• Securities
• Investments
• Financial Analysis
• Relationship Management
• Cash Management
• Retail Banking
• Commercial Lending
• Credit Risk
• Sales Management
• Mortgage Lending
• Banking
• Mutual Funds
• Sales
• Risk Management
• Consumer Lending
• Equities
• Marketing Strategy
• Cross Selling
• Financial Services
• Valuation
• Credit Analysis
• Finance
• Project Management
• Business Development
• Wealth Management
• Fixed Income
• Trading
• Wealth Management Services
• Customer Service
• Business Strategy