Richard R. Lindquist
Managing Director, Head of Virtual Engagement Associate Program at Morgan Stanley
- Role
- Managing Director, Head of Vea Field Coverage at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Richard R. Lindquist
Richard Lindquist is a Managing Director and Head of VEA Field Coverage at Morgan Stanley. Rick earned his Master of Business Administration (MBA) from the Olin Business School at Washington University in St. Louis and his Bachelor of Science in Business from the Carlson School of Management at the University of Minnesota.A native of Minneapolis, MN, Rick began his career in financial services at Dean Witter in 1996 where he started as an Intern before becoming a Financial Advisor. Since 2003, Rick has held a succession of sales and leadership roles including Regional Vice President, Heartland District Sales Manager, Heartland Region Regional Business Development Manager, St. Louis Complex Manager, St. Louis Sub-Complex Manager, and Central Region Sales Manager. In 2020, Rick formed a national team of elite sales, coaching and training professionals to deliver an intensive coaching and training program for Financial Advisors, teams and support professionals who aspired to modernize, strengthen, and grow their business. In his current assignment, Rick leads the Virtual Engagement Associate Desk providing dedicated infrastructure and support to Advisors and Teams across a variety of strategically important disciplines including digital marketing and communication, financial planning, cash management and the execution of complex products and services.Rick is the President of the Independent Women’s Traumatic Brain Injury Charity and is currently serving his fifth term on the Board of Directors for The Foundation at Barnes Jewish Hospital in St. Louis, Missouri where he gives back through his support of Cancer Research and Hospice and Palliative Care. Rick is also a retired accomplished NCAA Baseball Umpire and a former Golden Gloves boxer.Rick currently resides in New Canaan, CT with his wife Mary Margaret, their children RJ and Priscilla.
Experience
Managing Director, Head of Vea Field Coverage
May 2022 — Present · Purchase, NY, US
2026 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. Richard Lindquist may only transact business in states where [he/she] is registered or excluded or exempted from registration Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Richard Lindquist is not registered or excluded or exempt from registration. Designations and/or awards are not indicative of Richard Lindquist\'s past or future performance. No fee is paid in exchange for any award. The information or content is for US residents only and subject to the following terms:
Education
UMN Carlson School of Management
Bachelor of Science in Business, Corporate Finance
1995 — 1998
Washington University in St. Louis - Olin Business School
Master of Business Administration (MBA)
2012 — 2013
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