Trevor Janis

Mutual Fund Representative

Role: Mutual Fund Representative at Morgan Stanley
Location: Burlington, MA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Trevor Janis

A driven, capable, and diligent hard worker who sets his mind to tasks and sees them through to completion. I am a natural leader with a strong work ethic and an outgoing personality that allows me to collaborate effectively with others. With experience at Morgan Stanley where I have further developed my analytical, financial, and client-focused skills while working in a fast-paced, professional environment.

Experience

Mutual Fund Representative
Morgan Stanley
Jan 2025 — Present · Boston, MA, US
Provided high-level client support by addressing inquiries related toaccount maintenance, investment options, and transaction processing.• Collaborated with financial advisors and internal teams to facilitateseamless client experiences.• Ensured accuracy in trade settlements, account reconciliations, andreporting to maintain compliance with financial policies.• Utilized Dynamics 365 CRM and Salesforce to support client portfoliomanagement, documentation, and workflow efficiency.• Assisted in the training of 2 classes of new employees• Regularly consumed Bloomberg newsletters, Wall Street Journal briefings,

Education

Saint Anselm College
Bachelor's degree, Finance, Economics
Saint Anselm College
Bachelor of Arts, Finance and Economics

Contact information

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•••••@morganstanley.com
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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