John Mei is a skilled professional, working in Morgan Stanley main office of which is in 4. as a Vice President, Wealth Management and Shareworks By Morgan Stanley from 2018. This person gained professional experience in more than ten positions at different companies. John Mei went to the Hunter College and received education there from 2002 to 2002. John Mei has such professional qualifications as FINRA Series 7. San Francisco, California is the city, where this expert was lastly known to live. The professional's phone number and email can be accessed through SoftwareOfficial on demand.
Name variants:
Johnn Mei,
Jon Mei,
Jack Mei,
Jackie Mei,
Jacky Mei,
Johnny Mei
Last updated May 27, 2024
Contact Information
Last Update
Jul 7, 2022
Email
jj**@gmail.com, jo**@etrade.com
Location
San Francisco, CA
Company
Morgan Stanley
Workplace
Vice President, Wealth Management and Shareworks By Morgan Stanley
Work History
Vice President, Wealth Management and Shareworks By Morgan Stanley
1585 Broadway, New York, NY 10003
from Apr 2018
Senior Relationship Manager
Responsible for corporate client account management functions servicing public companies and privately held companies seeking equity plan administration and brokerage solutions.
Jan 2012 — Nov 2017
Client Manager
245 Summer St, Boston, MA 02210
Responsible for managing the overall quality of client experience between Fidelity Investments and Registered Investment Advisory (RIA) firms. Assigned to cover the Preferred client segment ...
Jan 2009 — Dec 2010
Relationship Manager
1981 Marcus Ave, Lake Success, NY
Responsible for developing and managing the overall client relationship between Ridge Clearing and correspondent broker-dealer firms. Assigned to clients who focus on Institutional as well a...
Jan 2006 — Jan 2009
Financial Advisor
100 north Tryon St, Charlotte, NC 28202
Successfully completed an 18 month Financial Consultant and Manager Development Program. Awarded and served as the Financial Advisor for the World Trade Center banking center to provide comp...
Aug 2002 — Nov 2004
Education
2002 — 2002
upto
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Brokerage
Customer Relations
Securities
Series 7
Account Management
Wealth Management
Investments
Relationship Management
Finance
Banking
Trading
Customer Service
Equities
Crm
Series 63
Financial Services
Investment Advisory
Tourism
Event Management
Travel Management