Mishma D. Buisson
Founder Of Let’s Help The Next
- Role
- Wealth Management Associate at Morgan Stanley
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Mishma D. Buisson
After I was granted the opportunity to obtain a higher education in the United States, I…
Experience
Wealth Management Associate
Aug 2020 — Present · South Jordan, UT, US
Training & Onboarding: Led training sessions for new associates, equipping them with the knowledge and tools needed to handle critical tasks within the Wealth Management Unclaimed Property team. State Account Reconciliation: Ensured accuracy and compliance in state account reconciliations by maintaining up-to-date records, reducing discrepancies, and improving overall efficiency. Trade Facilitation and Security Management: Acted as a key player in removing red flags to enable smooth and timely trading of securities, including buying and selling assets for clients, minimizing delays and risk. Escheatment Case Management: Processed an average of 15 escheatment cases daily, assisting clients in locating unclaimed properties, reversing or halting the escheatment process, and directing them to the state for asset recovery. Client Support: Provided ongoing support and guidance to clients in helping them navigate the escheatment process and recover hundreds of thousands of dollars in unclaimed property.
Education
Brigham Young University - Idaho
Bachelor of Business Administration, Logistics, Materials, and Supply Chain Management
2016 — 2020
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