Lori Panzarino

Executive Director - Wealth Management Finance

Role: Executive Director in Wealth Management Finance at Morgan Stanley
Location: Ossining, NY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Lori Panzarino

Experienced Liquidity Risk and Reporting professional with a demonstrated history of…

Experience

Executive Director in Wealth Management Finance
Morgan Stanley
Aug 2017 — Present · Purchase, NY, US

Education

Baruch College
BBA

Skills

Treasury Management
Liquidity Risk
Financial Services
Financial Modeling
Portfolio Management
Sarbanes-Oxley Act
Financial Accounting
Auditing
Analysis
Funding
Cpa
Certified Public Accountant
Operational Risk
General Ledger
Capital Markets
Finance
Financial Reporting
Forecasting
Treasury
Financial Analysis
Liquidity Management
Transfer Pricing
Trading
Investment Banking
Financial Audits
Internal Controls
Money Market
Liquidity
Cash Management
Accounting
Program Management

Contact information

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

Experience

Executive Director in Wealth Management Finance

Education

Baruch College

Skills

Find verified contacts for anyone on LinkedIn