William Valdes Email & Phone Number
First Vice President | Chief of Staff @ Morgan Stanley
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William Valdes Location
- Miami, FL, US
William Valdes Work
- First Vice President | Chief of Staff @ (June 2023 - Present)
- Vice President | Group Director @ (February 2020 - June 2023)
- Vice President | Business Service Manager @ (October 2014 - February 2020)
- Branch Operations Manager @ (January 2014 - September 2014)
- Branch Operations Specialist II @ (July 2011 - January 2014)
- Operations Supervisor @ (July 2008 - June 2011)
- Customer Service Manager @ (March 2006 - April 2008)
William Valdes Education
- Florida State University
BA (Finance, Economics)
2008-2011
William Valdes Skills
- Portfolio Management
- Risk Management
- Financial Modeling
- Investments
- Sales
- Microsoft Excel
- Leadership
- Time Management
- Teamwork
- Customer Service
- Commercial Lending
- Commercial Banking
- Banking
- Microsoft Office
- Social Media
- Management
- Series 9/10
- PowerPoint
- Finance
- Outlook
- FINRA
- Series 7
William Valdes Summary
- William Valdes, based in Miami, FL, US, is currently a First Vice President | Chief of Staff at Morgan Stanley. William Valdes brings experience from previous roles at Morgan Stanley and Raymond James. William Valdes holds a 2008 - 2011 BA in Finance, Economics @ Florida State University. With a robust skill set that includes Portfolio Management, Risk Management, Financial Modeling, Investments, Sales and more. William Valdes has 3 emails and 3 mobile phone numbers on RocketReach.
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