Matt Maley Email & Phone Number
Executive Director, Wealth Management @ Morgan Stanley
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Matt Maley Location
- Red Bank, NJ, US
Matt Maley Work
- 2022 -now Executive Director, Wealth Management @
- 2018 -2022 Vice President, Deputy COO, Strategic Client Onboarding @
- 2015 -2017 Senior Manager - Wealth and Asset Management Consulting, Advisory Services @
- 2010 -2015 Vice President - Senior Client Onboarding and Implementation Manager, Product Manager, Project Manager @
- 2008 -2010 Vice President - Senior Business Manager, Investment Consultant @
- 2005 -2008 Associate Director - Portfolio Manager, Trading and Operations Manager @
- 2000 -2005 Vice President - Overlay Portfolio Manager, Trading, Operations and Platform Development @
- 2000 -2001 Vice President - Sales Supervisor @
- 1993 -2000 Vice President - Branch Manager, Financial Consultant @
Matt Maley Education
- Boston University
Certified Financial Planner program, CFP®
2015-2016 - University of Pennsylvania - The Wharton School
Certified Investment Management Analyst℠ program, CIMA®
2014-2014 - University of Massachusetts Amherst
BA (Economics)
Matt Maley Skills
- Financial Services
- Mutual Funds
- Portfolio Management
- Hedge Funds
- Investments
- Asset Management
- Management
- Financial Advisory
- Asset Allocation
- Trading Systems
- Process Improvement
- Risk Management
- Alternative Investments
- Relationship Management
- Banking
- Program Management
- Vendor Management
- CRM
- Equities
- Series 63
- Asset Managment
- ETFs
- Wealth Management
- Capital Markets
- Investment Management
- Securities
- Fixed Income
- Trading
- Separately Managed Accounts
- Performance Reporting
- Product Management
- Sales
- FINRA
- Leadership
- Series 7
- Fund Of Funds
- Managed Accounts
- Implementation
- UMA
- Business Process Improvement
- Customer Relationship Management (CRM)
- Business Relationship Management
- CFP
- Microsoft Office
- Microsoft Word
- Customer Relationship Management Crm
- Returns
- Consulting
- Capital Management
- Ease
- Rias
- Vendors
- Inform
- Brokerage
- Psn
- Competitive Analysis
- Online Brokerage
- Oversight
- Mainframe
- Revenue Streams
- SAN
- Money Market
- Savings
- Overlay
- Business Ideas
- Metrics
- RIA
- Keys
- Supervisor
- PowerPoint
- Accounting
- New Account Opening
- Certified Investment Management Analyst
- Bloomberg
- Quality Assurance Review
- Strategy
- FAS
- Ownership
- Reconciliation
- Testing
- Training
- Supplements
- Customer Service
- MS Project
- Mission Critical
- Product Development
- Analytical Skills
- Project Management
- PMP
- Reporting
- Specs
- Negotiation
- Quality Assurance
- Cost Savings
- Sales Management
- Operations
- Microsoft Access
- WebEx
- Sma
- Computer Proficiency
- Project Delivery
- Pricing
- Sales Process
- Waivers
- Business Profitability
- Wrap
- Visio
- Billing
- Business Continuity
- Viability
- Trading System
- Business Strategy
- Due Diligence
- CIMA
- Customer Relationship Management
Matt Maley Summary
- Matt Maley, based in Red Bank, NJ, US, is currently a Executive Director, Wealth Management at Morgan Stanley. Matt Maley brings experience from previous roles at Morgan Stanley, EY, Albridge, an Affiliate of Pershing and OppenheimerFunds / OFI Private Investments. Matt Maley holds a 2015 - 2016 Certified Financial Planner program, CFP® @ Boston University. With a robust skill set that includes Financial Services, Mutual Funds, Portfolio Management, Hedge Funds, Investments and more. Matt Maley has 3 emails and 1 mobile phone numbers on RocketReach.
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