Terri Neal's Location
Garland, TX, US
Terri Neal's Work
- Client Service Associate @ Morgan Stanley
- Dallas Ops Integration and CIP specialist and Account Surveillance and Fraud Analyst @ Morgan Stanley
- Accounts Payable Manager and Assistant to Controller @ NCA manufacturing
- Cash Applications @ Allegiance Telecom
Terri Neal's Education
- The University of North Texas
Terri Neal's Skills
- Microsoft Office
- Series 7
- Wealth Management
- AML
- Accounting
- Banking
- Customer Service
- Due Diligence
- Finance
- Accounts Payable
Terri Neal's Summary
Terri Neal, based in Garland, TX, US, is currently a Client Service Associate at Morgan Stanley Wealth Management, bringing experience from previous roles at Morgan Stanley Wealth Management, NCA manufacturing and Allegiance Telecom. Terri Neal holds a The University of North Texas. With a robust skill set that includes Microsoft Office, Series 7, Wealth Management, AML, Accounting and more, Terri Neal contributes valuable insights to the industry. Terri Neal has 3 emails on RocketReach.
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