Perren Wong
Managing Director at Morgan Stanley
- Role
- Head of Private Banking Operations (Wealth Management) at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Perren Wong
Global Executive with over thirty years of experience in Financial Services and a decade of Non-Profit Board leadership in the sports industry. Led complex organizations across the Americas, Europe, Asia and Australia spanning the Brokerage and Banking industry. Areas of Expertise- Executive Leadership- Board Governance- Global Business Strategy & Transformation: Strategic Partnerships/ Vendor & Technology Management- Enterprise Risk Management: Regulatory Compliance/ Anti-Financial Crimes/ Business Continuity- Global Brokerage: Financing/ Trade Processing/ Structuring & Syndication/ Settlements & Custody- Global Banking: Payments & Deposits/ Lending/ Collateral Management
Experience
Head of Private Banking Operations (Wealth Management)
Jan 2019 — Present
Provide Lending, Banking, Deposit and Brokerage services across the partner network including Private Wealth Management, International Wealth Management, Morgan Stanley at Work, Access Investing, Virtual Advisor and Global Sports & Entertainment.Lending Services: Mortgage, Security Based Lending (Liquidity Access Line and Express Credit Line), Tailored Lending, Commercial Real Estate Finance and Margin Banking Services: Credit Card, Debit Card, ACH, Checks, Wires, Billpay, Zelle Deposit Services: Bank Deposit Program, Savings Programs, Certificate of Deposits, Third-Party DepositsBrokerage Services: Active Asset Accounts, Basic Security Accounts, Individual Retirement Accounts, Managed AccountsLocations: New York, Baltimore, Dallas, Phoenix, Salt Lake City, Guadalajara, Bengaluru and Chennai
Education
Binghamton University
Bachelor of Arts - BA, Economics
Skills
- Capital Markets
- Series 7
- Trading Systems
- Risk Management
- Fixed Income
- Equities
- Derivatives
- Middle Office
- Financial Analysis
- Securities Lending
- Prime Brokerage
- Bloomberg
- Asset Management
- Securities
- Equity Derivatives
- Financial Services
- Trading
- Investment Banking
- Hedge Funds
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