Preet Paul Email & Phone Number
Vice President, Wealth Management, Financial Wellness Client Success Manager @ Morgan Stanley
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Preet Paul Location
- Albertson, NY, US
Preet Paul Work
- 2022 -now Vice President, Wealth Management, Financial Wellness Client Success Manager @
- 2021 -2022 Liquidity Product Manager @
- 2013 -2021 Vice President FX Client Management @
- 2010 -2013 Client Service Account Manager, Associate (AVP), Corporate and Investment Bank @
- 2007 -2010 Sr. Fund Accounting Specialist @
- 2006 -2007 Assistant Manager @
- 2004 -2006 Sr. Loan Officer and Team Leader @ AApex Mortgage
Preet Paul Education
- State University of New York at Stony Brook
Bachelors of Science (Applied Math and Statistics)
1999-2003
Preet Paul Skills
- Financial Services
- Finance
- Investments
- Banking
- Investment Banking
- Financial Risk
- Management
- Relationship Management
- Asset Managment
- Valuation
- Fund Accounting
- Accounting
- Derivatives
- Customer Satisfaction
- Asset Management
- Customer Service
- Financial Markets
- Auditing
- Financial Planners
- Call Centers
- Business Development
- Microsoft Excel
- Equities
- Credit
- Account Management
- New Business Development
- Securities
- Middle Office
- Risk Management
- Strategic Planning
- Financial Analysis
- Operations Management
- Client Relations
- Client Services
- Microsoft Word
- Training
- Windows 95
- Management Accounting
- Data Structures
- C
- Linear Algebra
- Calculus
- Prospects
- Science
- Loan Officers
- Computer Hardware
- Yahoo
- Funding
- SAS programming
- Project Management
- Sears
- Title Insurance
- Consulting
- Sales
- Surveying
- Purchasing
- Closings
- Software
- Sales Management
- Loans
- MIPS
- Networking
- Negotiation
- Banking Law
- Financial Accounting
- Mortgage Lending
- Mathematics
- Regulations
- Laboratory
- Hiring
- Structure
- Probability
- Complaints
- Students
- Bps
- Statistics
- Interest Rates
- Underwriting
- Interviews
- Windows XP
- Responsibility
- Discovering
- New York
- Calyx Point
- Java
- Discrete Mathematics
- Assembly Language
Preet Paul Summary
- Preet Paul, based in Albertson, NY, US, is currently a Vice President, Wealth Management, Financial Wellness Client Success Manager at Morgan Stanley. Preet Paul brings experience from previous roles at JPMorgan Chase & Co.. Preet Paul holds a 1999 - 2003 Bachelors of Science in Applied Math and Statistics @ State University of New York at Stony Brook. With a robust skill set that includes Financial Services, Finance, Investments, Banking, Investment Banking and more. Preet Paul has 2 emails and 2 mobile phone numbers on RocketReach.
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