Philip C Email & Phone Number
Vice President - Business Service Officer @ Morgan Stanley
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Philip C Location
- Fort Lauderdale, FL, US
Philip C Work
- Vice President - Business Service Officer @ (September 2025 - Present)
- Client Relationship Manager @ (March 2022 - September 2025)
- Client Relationship Specialist @ (May 2021 - March 2022)
- Compliance Opperations Associate @ (December 2020 - May 2021)
- Regional Client Service Manager @ (September 2014 - July 2020)
- Client Service Associate II @ (January 2011 - September 2014)
- Financial Representative | Retirement Brokerage Service Representative | HR Representative @ (January 2005 - January 2011)
Philip C Education
- University of New England
Bachelor of Science - BS (Environmental Science)
- St. John's Prep
High School Diploma
Philip C Skills
- Account Activity Review
- Anti Money Laundering
- Client Relations
- Client Service Management
- Client Services
- Communication
- Compliance
- Compliance Management
- Conflict Resolution
- Customer Satisfaction
- Customer Service
- Customer Success
- Equities
- Equity/Fixed Income Markets
- FINRA
- Financial Services
- Human Resources
- Industry Trends
- Interpersonal Skills
- Investments
- Key Client Relationships
- Leadership
- Management
- Mentoring
- Microsoft Office
- Needs Analysis
- People Management
- Performance Evaluations
- Policy Implementation
- Presentations
- Recruiting
- Regulatory Compliance
- Relationship Building
- Report Analysis
- Research
- Retirement Planning
- Risk Analysis
- Risk Management
- Root Cause Analysis
- Securities
- Series 24
- Series 63
- Series 66
- Series 7
- Staff Development
- Staff Training
- Team Leadership
- Team Motivation
- Trading
- Training
Philip C Summary
- Philip C, based in Fort Lauderdale, FL, US, is currently a Vice President - Business Service Officer at Morgan Stanley. Philip C brings experience from previous roles at Charles Schwab, Hennion & Walsh and Edelman Financial Engines. Philip C holds a Bachelor of Science - BS in Environmental Science @ University of New England. With a robust skill set that includes Account Activity Review , Anti Money Laundering, Client Relations, Client Service Management, Client Services and more. Philip C has 1 emails and 1 mobile phone numbers on RocketReach.
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