Todd Kimball Email & Phone Number
Morgan Stanley Virtual Advisor @ Morgan Stanley
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Todd Kimball Location
- Saratoga Springs, UT, US
Todd Kimball Work
- Morgan Stanley Virtual Advisor @ (March 2025 - Present)
- Financial Advisor @ (March 2025 - Present)
- Core Portfolio - Senior Client Relationship Manager @ (October 2023 - March 2025)
- Senior Client Relationship Manager @ (October 2023 - March 2025)
- Team Lead - Digital Correspondence @ (May 2022 - October 2023)
- Team Lead @ (May 2022 - October 2023)
- Client Relationship Manager @ (November 2016 - May 2022)
- Financial Representative @ (November 2016 - May 2022)
- Member Support Representative @ (October 2013 - October 2016)
- Support Representative @ (October 2013 - October 2016)
Todd Kimball Education
- University of Utah
Master of Business Administration
2022-2023 - University of Utah
MSF (Finance and Business)
2021-2022 - Utah Valley University
Bachelor's degree (Finance, General)
2014-2018 - University of Utah
Master of Science
- Utah Valley University
Minor (Entrepreneurship/Entrepreneurial Studies)
- Utah Valley University
Bachelor's Degree
Todd Kimball Skills
- Bank Relationship Management
- Banking
- Brand Awareness
- Budgeting
- Business Administration
- Client Relationship Strengthening
- Coaching
- Communication
- Consultative Selling
- Credit Risk Management
- Critical Thinking
- Cross-Selling
- Cross-team Communication
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service
- Customer Service Management
- Data Analysis
- Decision-Making
- Digital Applications
- Digital Customer Engagement
- Digital Marketing
- Entrepreneurship Education
- Finance
- Financial Advisory
- Financial Analysis
- Financial Consulting
- Financial Education
- Financial Management Experience
- Financial Operations
- Financial Planning
- High Quality Standards
- Investment Advisory
- Investment Advisory Services
- Investments
- Leadership
- Long-term Customer Relationships
- Microsoft Office
- Microsoft Office Suite
- Microsoft Solutions
- Microsoft Word
- Monitoring Performance
- Online Transaction Processing (OLTP)
- Personal Auto
- Portfolio Management
- PowerPoint
- Problem Solving
- Sales
- Sales & Business Development
- Sales Management
- Salesforce Proficiency
- Savings Accounts
- Service Quality
- Social Media Strategy
- Strategic Planning & Analysis
- Student Counseling
- Team Facilitation
- Team Leadership
- Team Leadership & Development
- Teamwork
- Technical Sales Support
- Time Management
- Marketing
Todd Kimball Summary
- Todd Kimball, based in Saratoga Springs, UT, US, is currently a Morgan Stanley Virtual Advisor at Morgan Stanley. Todd Kimball brings experience from previous roles at Morgan Stanley and E*TRADE from Morgan Stanley. Todd Kimball holds a 2022 - 2023 Master of Business Administration @ University of Utah. With a robust skill set that includes Bank Relationship Management, Banking, Brand Awareness, Budgeting, Business Administration and more. Todd Kimball has 1 emails and 1 mobile phone numbers on RocketReach.
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