Stephanie Regan
Executive Director, Mid-America Region Sr. Practice Manager Consultant at Morgan Stanley
- Role
- Executive Director, Sr Practice Manager Consultant at Morgan Stanley
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Executive Director, Sr Practice Manager Consultant
May 2021 — Present · Tulsa, OK, US
Education
University of Arkansas at Fayetteville and Little Rock
BA Radio, Televison and Video Film, Minor in Speech Communication
1991 — 1995
Skills
- High Net Worth Individuals
- Financial Services
- Cash Management
- Residential Mortgages
- Deposits
- Treasury Management
- Investment Advisory
- Relationship Management
- Commercial Mortgages
- Credit
- Series 6
- Wealth Management
- Loan Origination
- Lines of Credit
- Consumer Lending
- Series 63
- Internet Banking
- Credit Analysis
- Retirement Planning
- Strategic Financial Planning
- Private Banking
- Series 7
- Credit Cards
- Wealth
- Asset Management
- Branch Banking
- Mortgage Lending
- Branch Management
- Small Business Lending
- Wealth Management Services
- New Business Development
- Financial Advisory
- Kyc
- Asset Allocation
- Banking
- Mutual Funds
- Mortgage Banking
- Fixed Income
- Sales
- Portfolio Management
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