Ned Cunniffe

Wealth Management Analyst at Morgan Stanley | New York

Role: Virtual Engagement Associate at Morgan Stanley
Location: South Salem, NY, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Ned Cunniffe

As a Virtual Engagement Associate (VEA) at Morgan Stanley I work as an extension of the Financial Advisor\'s team to deepen client relationships, drive asset adoption, and increase prospecting capabilities by ensuring they\'re optimizing their usage of the Modern Wealth Management Tools.

Experience

Virtual Engagement Associate
Morgan Stanley
Sep 2024 — Present · Purchase, NY, US
Deepen digital relationships between Financial Advisors and their clients with custom content through Next Best Action (NBA), websites, and social media, consisting of a balanced blend of finance and lifestyle- Identify accounts with oversized cash and concentrated equity positions and provide risk management analytics guidance using various Morgan Stanley Modern Wealth Platforms- Perform book of business diagnostics and drive client adoption of on-line tools.

Contact information

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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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