Wayne Green

About Wayne Green

Well-rounded Data professional with strong background in Finance( Financial Planning…

Experience

1. Business Manager

   Morgan Stanley

   Oct 2022 — Present · New York, NY, US

   Managing and overseeing a $6 million budget for 2 departments; receives top 10% rating as it relates to client satisfaction.Utilize capital budgeting strategies to improve the outlook of both departments; identify over 12 oversights which resulted in 6 figure savings amongst both departments.Improve Funding Requests on behalf of technology department leaders; maintain software spend by noticing 10 overlaps in vendor spending.Identify areas of improvement and propose corrective actions that benefit department products.Communicate data insights to department heads from 12+ data sources; reimagine company’s reporting process involving overlooked software data; resulting in 90% more visibility for stakeholders. Collaborate with an international team from various regions of North America, Asia & Europe.Execute strategies to keep departments\' targets and goals while remaining compliant with company guidelines regarding headcount, labor and other resources.Review Monthly Financial Projections with stakeholders Performs ad hoc reporting for stakeholders as required

Education

• University at Albany

  Bachelor of Science (BS), Economics

  2011 — 2013

Skills

• Roth Ira
• Holistic Financial Planning
• Retirement Planning
• College Funding Strategies
• Life Insurance
• Finance
• Indexed Annuities
• Sales
• Financial Goals
• Long Term Care Insurance
• Disability Insurance
• Financial Planning
• Personal Financial Planning
• Financial Services
• Tax Strategies
• Retirement Savings
• Key Person Insurance
• Mutual Funds
• Saving for Education
• Iras
• Risk Management
• 401k Rollovers
• Protection Planning/Family Security
• Retirement
• Strategic Financial Planning
• High Net Worth Individuals