Marco Y.
Investment Banking || Tech Support Engineer || UI / UX Visual Designer | French Interpreter & Translator || Entrepreneur
- Role
- Participant Relationship Manager - Wealth Management at Morgan Stanley
- Location
- Saratoga Springs, UT, US
- LinkedIn followers
- 500 followers
About Marco Y.
Knowledge is good. But applying knowledge to create solutions to transform lives is better. As far as I am concerned, I am all about finding solutions to transform the African continent. If that sounds like you, let\'s have a conversation about creating solutions to transform Africa.
Experience
Participant Relationship Manager - Wealth Management
Nov 2022 — Present · UT, US
Assist Equity Plans Participants across all business tiers with understanding the intricacies and limitations of their stock plans, including restricted stock, employee stock purchase programs, and options.*Educate Participants on their global stock plan accounts and any retail accounts held by Morgan Stanley, including dividend reinvestment, dividend payouts, tax payments, and tax elections.*Investigate and resolve stock-related issues, such as vesting, purchasing, cost basis, and tax implications.*Stock plans account maintenance, including password resets, online portal navigation, including transaction modeling, stock trading, document retrieval, tax form certification, and personal information updates.
Education
HP LIFE
Certificate of Unique Value Proposition, Business/Commerce, General
2014 — 2014
Université Felix Houphouet Boigny
First Year Degree, English Language and Literature/Letters
2008 — 2009
Utah Valley University
Bachelor Degree, Digital Marketing
2018 — 2024
Hp Life
Certificate in Business Communications, Business Administration and Management, General
2017 — 2017
Hp Life
Certificate in Social Media Marketing, Social Media Marketing
2014 — 2014
Utah Valley University
Information Technology
HP life
IT for Business Success, Information Technology
2015 — 2015
Hp Life
Selling Online, E-Commerce/Electronic Commerce
2015 — 2015
edX
Credit Risk Management
2017 — 2017
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