Michael Abeli
Executive Director at Morgan Stanley
- Role
- Executive Director, Field Experience & Platforms at Morgan Stanley
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Michael Abeli
Accomplished executive leader with a proven record of driving innovation, leading cross-functional teams, and delivering impactful digital solutions in the financial services industry. Known for bringing strategic clarity to complex challenges and aligning product vision with business goals. Recently engaged in enterprise-level strategy initiatives at Morgan Stanley focused on deepening integration across Wealth and Institutional Management. Trusted for a balanced leadership style that combines vision, execution, and a relentless focus on client value.
Experience
Executive Director, Field Experience & Platforms
Jan 2020 — Present · San Diego, CA, US
Collaborating with senior executives to define and advance Morgan Stanley’s integrated firm strategy, aligning Wealth and Institutional Management capabilities to deliver a unified client experience across channels.• Orchestrated successful Salesforce platform implementation for Morgan Stanley at Work, driving market expansion and client acquisition for 2,500+ Financial Advisors.• Defined and executed business and technology roadmaps, aligning Salesforce CRM platform with organizational objectives.• Led team of six direct reports, overseeing three agile squads focused on cross-functional collaboration and rapid product development cycles.• Pioneered development of prospect management tools, optimizing client engagement and conversion at scale.• Presented innovative solutions to senior executives and financial advisors, fostering continuous improvement and user-centric innovation.• Spearheaded seamless integration of Morgan Stanley’s and E*TRADE’s Salesforce platforms post-acquisition, ensuring operational continuity and client service excellence.
Education
Wayne State University
Bachelor of Business Administration (B.B.A.), Finance, General
2003 — 2007
Skills
- Customer Service
- Outlook
- English
- Budgets
- Windows
- Research
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Photoshop
- Microsoft Word
- Strategic Planning
- Public Speaking
- Teaching
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