Matt Swanson
- Role
- Virtual Engagement Associate at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Virtual Engagement Associate
Jun 2022 — Present
Leverage the Firm’s digital tools on behalf of Financial Advisors to strengthen client relationships, enhance prospecting capabilities and generate increased business • Drive adoption of the Goals Based Wealth Management strategy with Financial Advisors. • Provide support to Financial Advisors in assisting their clients with executing investment strategies aligned with their financial objectives • Develop and implement effective strategies engage clients in new business opportunities and asset consolidation • Publish client newsletters, created from pre-approved content, on behalf of Financial Advisors to ensure consistent communication tailored to specific audiences.
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