Scott Gregory
Executive Director, National Sales Head of Content and Distribution, Next Best Action
Scott Gregory is a high-level professional, working in Morgan Stanley main office of which is in 4. on the position of Executive Director, National Sales Head of Content and Distribution, Next Best Action from 2018. Scott Gregory gained professional experience in more than 16 positions at different companies. Scott Gregory went to the La Universidad De Sevilla and received education from 1994 to 1995. This person has such qualifications as Series 24, 7, 79 & 63 and Series 7, 24, 63, 65. New York, New York is the area, where this person was known to be settled. This person's phone and email can be accessed through SoftwareOfficial on demand.
Name variants:
Scotty Gregory
Last updated Jun 17, 2024
Contact Information
Last Update
Jul 11, 2022
Email
sc**@hotmail.com, sc**@morganstanley.com
Location
New York, NY
Company
Morgan Stanley
Workplace
Executive Director, National Sales Head of Content and Distribution, Next Best Action
Work History
Executive Director, National Sales Head of Content and Distribution, Next Best Action
1585 Broadway, New York, NY 10003
Manage the development and distribution of content for a highly innovative client engagement platform that empowers Financial Advisors to communicate and serve clients with important informa...
from Mar 2018
Executive Director, Head of Capital Markets Syndicate For Wealth Management
1585 Broadway, New York, NY 10003
Manage sales, distribution and execution of Morgan Stanley equity, preferred, closed-end fund, and corporate bond new issue offerings for the wealth management platform. Manage all product l...
Apr 2006 — Mar 2018
Vice President, Regional Sales Manager
1585 Broadway, New York, NY 10003
Regional Sales Manager, Wealth Management, directing sales, marketing and education efforts for NYC offices’ financial advisors.
Jan 2005 — Apr 2006
Vice President, National Sales Manager
1585 Broadway, New York, NY 10003
Supervised team of sales representatives and related staff to support the marketing and sales of equity and structured-related products. Reorganized and transformed the service and organizat...
May 2003 — Jan 2005
Vice President, Senior Advisor
1585 Broadway, New York, NY 10003
Representing Equity Sales, Advisor to senior management on strategic initiatives. Management of the Independent Research Agreement and the establishment of the service and organizational mod...
Jan 2002 — May 2003
Vice President, Senior Regional Coordinator
1585 Broadway, New York, NY 10003
Directed the equity sales efforts for 63 wealth management offices.
Apr 2000 — Jan 2002
Registered Investment Advisor
Provided financial planning advice and actively managed client investment and insurance portfolios via benefits presentations and investment planning seminars.
Jan 1999 — Apr 2000
Investment Advisor
Over three years in the financial services industry obtaining valuable sales and investment training and licenses to become an investment advisor.
Sep 1995 — Jan 1999
Education
1994 — 1995
1991 — 1995
1985 — 1987
1977 — 1981
Occupations
Executive
Chief Executive Officer
Corporate Executive
Chief Executive
Skills
Private Equity
Alternative Investments
Investments
Valuation
Fixed Income
Management
Due Diligence
Equities
Asset Management
Financial Modeling
Hedge Funds
Portfolio Management
Capital Markets
Wealth Management
Series 7
Mutual Funds
Bonds
Financial Risk
Recruiting
Strategy
Training
Underwriting
Thinking Big
Big Data
Publishing
Artificial Intelligence
Mitigation
Digital Marketing
Marketing Strategy
Strategic Communications
Corporate Communications
Strategy Execution
Corporate Governance
Regulatory Requirements
Regulatory Compliance
Leadership Development
Team Leadership
Educational Leadership
Risk Management
Snowboarding
Avalanche
Scuba Diving
Sales Presentations
Sales Management
Sales Operations
FAQs about Scott Gregory
What is the main profession of Scott Gregory?
The expert is a Executive Director, National Sales Head of Content and Distribution, Next Best Action.
What jobs is Scott Gregory proficient at at?
Scott is a professional such jobs as Executive and Chief Executive Officer.
Where is Scott Gregory located?
Scott Gregory is currently located in New York, New York.
What is Scott's email?
The professional's email is sc**@hotmail.com and sc**@morganstanley.com.
Where did Scott Gregory work?
Scott worked at Morgan Stanley, Darby.
What education does Scott Gregory have?
Scott studied at the La Universidad De Sevilla from 1994 to 1995.
Are there any professional certifications, that Scott Gregory has?
Scott received the following certifications: Series 24, 7, 79 & 63 and Series 7, 24, 63, 65.
What languages does Scott Gregory speak?
Scott Gregory speaks Spanish.