Supriya Jagnanan

Supriya Jagnanan

Private Banker @Morgan Stanley

New York, NY, US
EMAILS
s••••••••@morganstanley.com
MOBILE NUMBERS
+19•••••••52

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WORK HISTORY

Aug 2022 — Present

Private Banker @Morgan Stanley

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New York, NY, US

Identify strategies for growing banking and lending business within Private Wealth Management-Specialist in all banking and lending products with responsibility for acquiring new assets-Advise clients on overall balance sheet with an emphasis on credit and banking needs-Responsibility for growing cash management business across both complexes-Focus on client experience, and advocating for client needs-Creative problem solving to ensure client retention and satisfaction

SKILLS

BankingPortfolio ManagementInsuranceSeries 24SalesSeries 7Wealth ManagementMortgage LendingInvestmentsSeries 63CreditLicensed Life & Health Insurance AgentRetail BankingRelationship Mgmt

ABOUT SUPRIYA JAGNANAN

Sales oriented, results driven customer focused banking executive with in-depth knowledge…

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