Role and Company
Managing Director, Director of Field Services, Morgan Stanley
Expertise
25 years experience in financial services
Location
Purchase , NY
About Patricia
I am a Managing Director of Morgan Stanley in Wealth Management, based in Purchase, New York. My position is Director of Field Services and I am responsible for oversight of the Wealth Management Service Organization. My team focuses on the delivery of exceptional client service to the Firm’s Wealth Management clients. I joined Morgan Stanley in December 2006 and have 24 years of industry experience. Prior to joining the Morgan Stanley, I worked at Merrill Lynch where I started as a Client Servcie Associate and then a variety of field management roles.
I am a graduate of the State University of New York at Albany, Class of 1991.