Tate Garrison
Client Service Associate at Morgan Stanley
- Role
- Client Service Associate at Morgan Stanley
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Tate Garrison
Member of The Sizemore Group at Morgan Stanley; a multi-generational, diverse…
Experience
Client Service Associate
May 2019 — Present
The Sizemore Group is comprised of seven key investment professionals. Each member of the team brings skills which complement one another to provide an active, comprehensive approach to the management of our clients\' assets and goals. Together, we have provided investment and wealth management and advisory services to business owners, executives, high net worth individuals and institutional clients for over 20 years.As a member of The Sizemore Group, I leverage my more than twelve years of marketing and sales experience to support our team and our clients, as well as implement and streamline communications processes. My background and organizational skills allow me to provide the team with client-focused customer service on a wide variety of platforms.
Skills
- E-Commerce
- Marketing
- Public Relations
- Business Development
- Customer Service
- Direct Sales
- Event Planning
- Public Speaking
- Marketing Communications
- Entrepreneurship
- Sales
- Marketing Strategy
- Retail
- Social Media
- Strategic Planning
- Merchandising
- Social Networking
- Social Media Marketing
- Leadership
- Training
- Management
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