- Golf
- Indiana University Football and Basketball
- Traveling
Adam Max Goldstein
New York,NY
Summary
Business professional with strong foundation in identifying growth opportunities and building strategic partnerships. Extensive experience cultivating and developing new relationships. Proven track record of successfully executing business strategies and contributing to organizational success. Known for collaborative teamwork and adaptability in dynamic environments.
Overview
8
8
years of professional experience
Work History
Wealth Management Associate
Morgan Stanley
New York, NY
02.2026 - Current
- Conducted comprehensive market analysis and engaged with team to create bespoke investment strategies tailored to client needs contributing to T-12 revenue growth of 12%.
- Engaged with Financial Advisors to refine service processes by reducing turnaround time by 5% and improving overall client experience.
- Analyzed clients' financial profiles and market trends to identify and mitigate potential allocation risks effectively.
- Designed and delivered impactful proposals and presentations that highlighted value propositions for prospective clients that contributed to $8 million+ in new assets.
- Implemented strategies to enhance client interactions, resulting in improved satisfaction and retention of both new and existing clients resulting in $95,000 in revenue generated in 2025.
- Onboarded and managed four new group members reducing ramp up time by 30% and improving team productivity by 10%.
- Supported client service model implementation through meticulous meeting preparation and ensuring 100% follow-through on actions items.
Registered Client Relationship Analyst
Morgan Stanley
New York, NY
06.2024 - 02.2026
- Developed and maintained strong client relationships, improving satisfaction and loyalty among 125 households, leading to the successful onboarding of 8 new clients through referrals and network expansion.
- Managed relationships and coordinated workflows with a network of over 80 financial advisors to ensure alignment and efficiency.
- Engaged with cross-functional teams to identify and implement process improvements enhancing client service delivery and reducing turnaround time by over 10%.
- Oversaw client communications to guarantee prompt responses and effective resolution of inquiries.
- Analyzed and optimized workflows, improving operational efficiency by 15% and increasing team capacity to support 5 additional clients.
- Conducted ongoing portfolio reviews to align with client objecting and market conditions, helping mitigate risk and preserve performance during market volatility.
Registered Client Service Associate
Morgan Stanley
New York, NY
01.2022 - 05.2024
- Led client onboarding initiatives, streamlining integration processes and reducing onboarding time by 10% while ensuring a seamless transition into the platform.
- Resolved over 40 client inquiries via phone and email weekly, maintaining within 12 hours average response times and 99% accuracy, enhancing overall client satisfaction.
- Optimized documentation processes to enhance efficiency in compliance and reporting functions.
- Collaborated with cross-functional teams to resolve complex client issues, reducing resolution time by 15% and improving service continuity.
- Processed financial transactions with 99+% accuracy, minimizing errors and ensuring on-time completion of 99+% of transactions.
End to End Coordinator Expert
Better Mortgage
New York, New York
06.2021 - 01.2022
- Analyzed and addressed process impediments to maintain punctuality in client closures.
- Coordinated efforts among internal, external, and third-party teams to ensure timely completion of necessary closing documents.
- Reviewed and confirmed financial and employment records to support underwriting processes and ensure compliance.
Processing Expert Associate
Better Mortgage
New York, NY
10.2020 - 06.2021
- Oversaw mortgage application procedures to maintain compliance with industry regulations and internal guidelines.
- Responded within 12 hours to client questions and concerns, ensuring comprehensive understanding of loan file details.
- Collaborated with lead expert to address internal delays and documentation issues and reduced turnaround time by 15% ensuring effective support for underwriting team.
- Engaged with colleagues across various departments to provide tailored support for client challenges.
Wealth Management Intern
Morgan Stanley Wealth Management – Fourth Avenue Group
New York, New York
06.2019 - 08.2019
- Created and sent research reports and presentation materials to inform clients on their personal holdings
- Coordinated with wholesalers and investment managers to help the team optimize investment strategies for their clients
- Evaluated client’s portfolio performance and reported findings to executive management
- Participated in client meetings and provided written summary of proposed actions
- Developed hedge strategies on individual client portfolio’s based on client’s risk tolerances
Accounting Intern
Corcoran Commercial Real Estate
New York, New York
06.2018 - 08.2018
- Prepared journal entries for various transactions made by the company to ensure balance between debits and credits
- Audited and submitted invoices for marketing, office supplies, and other expenses to be paid
- Assisted the Senior Accountant and Controller on multiple tasks including deposits and bank reconciliations
Education
Bachelor of Science - Finance
Kelley School of Business, Indiana University
Bloomington, IN05-2020
Skills
- Chartered Alternative Investment Analysis (CAIA®)
- Securities Industry Essentials (SIE), Series 7, Series 66
- Problem-solving abilities
- Reliability and Accountability
- Relationship building
- Time management
- Business development
- Teamwork and collaboration
Interests
Timeline
Wealth Management Associate
Morgan Stanley
02.2026 - Current
Registered Client Relationship Analyst
Morgan Stanley
06.2024 - 02.2026
Registered Client Service Associate
Morgan Stanley
01.2022 - 05.2024
End to End Coordinator Expert
Better Mortgage
06.2021 - 01.2022
Processing Expert Associate
Better Mortgage
10.2020 - 06.2021
Wealth Management Intern
Morgan Stanley Wealth Management – Fourth Avenue Group
06.2019 - 08.2019
Accounting Intern
Corcoran Commercial Real Estate
06.2018 - 08.2018
Bachelor of Science - Finance
Kelley School of Business, Indiana University