Adrian P.
Dynamic Professional | Chief of Staff | Client Relationship Manager
- Role
- Client Relationship Manager at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Adrian P.
I’m a Series 7/63 licensed Client Relationship Manager with 15 months at Morgan Stanley…
Experience
Client Relationship Manager
Feb 2025 — Present · US
Manage inbound client requests, assisting with account updates, money movement, and trade execution. Educate clients on Morgan Stanley’s offerings and competitive advantages. Collaborate with internal teams to quickly resolve client inquiries and enhance service delivery. Continuously expand knowledge of financial markets and investment strategies to better serve clients. Uphold high ethical standards and comply with Morgan Stanley’s Code of Conduct.
Education
University of North Carolina at Charlotte
Bachelor of Arts - BA
2011 — 2016
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