Lindsay Starr
Managing Director, Head of the Prospect Management and Client Coverage Group @Morgan Stanley
Signup · Get unlimited contacts
WORK HISTORY
Managing Director, Head of the Prospect Management and Client Coverage Group @Morgan Stanley
Manage the firm’s Individual UHNW and Corporate Reservation Systems and enforce prospecting policies to support UHNW client acquisition initiatives • Supervise system design and workflow for new wealth management platform for financial advisors • Implemented federated search functionality across all MSSB content and applications • Developed a division-wide salesforce.com CRM system to facilitate interdepartmental collaboration, cross-selling and consolidated management reporting used by 13 different businesses and 600 users • Managed strategic technology initiatives for Lending and Restricted Stock Divisions, including creating compliance policies and procedures for branch and operations managers • Completed Six Sigma Cost Savings/Revenue Generating project for Citi Private Bank Managed Account Platform • Lead cross-functional teams of project managers, developers and business product area leaders in requirements gathering, scenario modeling, information architecture, content strategy, interface development and prototyping • Create business requirements and functional specifications including data collection and normalization, analytics, and client reporting, organize user focus groups to solicit feedback on platform design and functionality • Responsible for overseeing user training, onboarding new businesses and production support team • Selected to participate in Global Wealth Management’s first Developing Talent Program
EDUCATION
Fordham Gabelli School of Business
MBA, Finance
Tufts University
BA, International Relations
ABOUT LINDSAY STARR
Senior financial services executive with over 25 years of experience, delivering cutting…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.