Daniel Kay Email & Phone Number
Executive Director, Morgan Stanley Wealth Management @ Morgan Stanley
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Daniel Kay Location
- Santa Monica, CA, US
Daniel Kay Work
- 2023 -now Executive Director, Morgan Stanley Wealth Management @
- 2017 -2023 Private Client Advisor, Managing Director @
- 2010 -2017 Director, Private Banking @
- 2005 -2008 Vice President, Private Banking @
- 1998 -2005 Vice President, Private Wealth Management @
- 1997 -1998 Account Executive @
- 1996 -1997 Associate @
Daniel Kay Education
- Boston University
Bachelor's Degree
Daniel Kay Skills
- Wealth Management Services
- Corporate Finance
- Private Equity
- Capital Markets
- Sales
- Services
- Financial Services
- Series 7
- Management
- Asset Management
- Investment Advisory
- Financial Structuring
- Strategic Planning
- Recruitment
- Equities
- Banking
- Alternative Investments
- Investments
- Private Banking
- Wealth Management
- Lending Solutions
- Marketing
Daniel Kay Summary
- Daniel Kay, based in Santa Monica, CA, US, is currently a Executive Director, Morgan Stanley Wealth Management at Morgan Stanley. Daniel Kay brings experience from previous roles at Bank of America Private Bank, Deutsche Bank, Credit Suisse and Salomon Smith Barney Holdings Inc.. Daniel Kay holds a Bachelor's Degree @ Boston University. With a robust skill set that includes Wealth Management Services, Corporate Finance, Private Equity, Capital Markets, Sales and more. Daniel Kay has 2 emails and 4 mobile phone numbers on RocketReach.
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