Andrella Thomas Email & Phone Number

First Vice President, Private Wealth Advisor @ Morgan Stanley Wealth Management

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Andrella Thomas Location

New York, NY, US

Andrella Thomas Work

First Vice President, Private Wealth Advisor @ (June 2019 - Present)
Vice President Sr Branch Manager New York @ (March 2014 - November 2017)
Asst Vice President NRI Premier Relationship Mgr @ (June 2007 - April 2012)
Internet Banking Superivisory Manager @ (June 2000 - July 2003)
Vice President Retail Assimilation NYC region, Business Management Effectiveness @ (November 2017 - June 2019)
Vice President Premier Relationship Manager @ (April 2012 - March 2014)
Customer Service Manager - Powai Branch @ (July 2003 - June 2007)
Personal Banking Officer @ (May 1997 - June 2000)

Andrella Thomas Education

University of Mumbai
Bachelor of Commerce - BCom (Accounting and Finance)
1990-1995
Stanford University Graduate School of Business

Andrella Thomas Skills

Portfolio Management
Mortgage Lending
Investments
Mutual Funds
Wealth Management
Retail Banking
Branch Banking
Relationship Management
Banking
Wealth Management Services
Core Banking
Customer Service
Series 6
Financial Services
Leadership
Management
Series 63
Series 7
Loans
Cross Selling
Life Insurance
Credit
Risk Management
Business Relationship Management
Finance
Strategy
Sales Management
Marketing
Microsoft Excel
Research

Andrella Thomas Summary

Andrella Thomas, based in New York, NY, US, is currently a First Vice President, Private Wealth Advisor at Morgan Stanley Private Wealth Management. Andrella Thomas brings experience from previous roles at HSBC. Andrella Thomas holds a 1990 - 1995 Bachelor of Commerce - BCom in Accounting and Finance @ University of Mumbai. With a robust skill set that includes Portfolio Management, Mortgage Lending, Investments, Mutual Funds, Wealth Management and more. Andrella Thomas has 2 emails and 2 mobile phone numbers on RocketReach.

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