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
- 2019 -now First Vice President, Private Wealth Advisor @
- 2017 -2019 Vice President Retail Assimilation NYC region, Business Management Effectiveness @
- 2014 -2017 Vice President Sr Branch Manager New York @
- 2012 -2014 Vice President Premier Relationship Manager @
- 2007 -2012 Asst Vice President NRI Premier Relationship Mgr @
- 2003 -2007 Customer Service Manager - Powai Branch @
- 2000 -2003 Internet Banking Superivisory Manager @
- 1997 -2000 Personal Banking Officer @
Andrella Thomas Education
- Stanford University Graduate School of Business
Executive leadership program
2019 - University of Mumbai
Bachelor of Commerce - BCom (Accounting and Finance)
1990-1995
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 Executive leadership program @ Stanford University Graduate School of Business. 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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