Radi Perova
AVP, Relationship Manager in Private Banking Group Division @Morgan Stanley
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WORK HISTORY
AVP, Relationship Manager in Private Banking Group Division @Morgan Stanley
My mission is to deliver the finest financial thinking, products, and market execution to help my clients achieve even their most challenging goals.Working as part of a team within a geographic complex coverage model and assisting in the design and development of fulfillment operations, documenting procedures, testing, training, and recruitment efforts. Identifying operational inefficiencies that arise as part of the team dynamic and suggesting process improvements. Multitasking while balancing a pipeline and client escalations.The single point of contact for ultra high net worth clients, Financial Advisors and Private Bankers within the Firm as well as the being the escalation point of contact for internal and external partners, prioritizing client experience and offering timely solutions. Regulating pipeline of loans in fulfillment, negotiating counter offers when needed, coordinating with external teams to complete fulfillment and ensure timely closings. Accountable for satisfaction of conditions for underwriting approval and product/pricing negotiations as necessary.Ensuring compliance with all policies and regulations.
EDUCATION
Crummer Graduate School of Business at Rollins College
Master of Business Administration (M.B.A.), Finance, General
University of National and World Economy
Bachelor of Science - BS, Economics
Southwestern University in Bulgaria
Bachelor of Science - BS, International Relations and Political Sciences
ABOUT RADI PEROVA
Leadership - Engaging and positive behaviors with attention to career development and…
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