Andrew Cucuzza
Alpharetta,GA
Summary
Dynamic Market Manager with a proven track record at Morgan Stanley Private Bank, N.A., leading teams to achieve $30.5 billion in lending balances. Recognized for fostering a culture of excellence and collaboration, leveraging strong analytical skills and relationship-building expertise to drive significant growth and award-winning performance.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Market Manager
Morgan Stanley Private Bank, N.A.
06.2017 - Current
- Managed Private Banking Teams in 18 Markets Across the Southeast Region
- Grew total lending balances to $30.5 Billion and total
- Achieved Region of the Year in 2022 and 2023
- Fostered deep relationships with Wealth Management Teams
Private Banker / Team Lead
Morgan Stanley Private Bank, N.A.
11.2010 - 05.2017
- Led the Atlanta Perimeter Private Banking Team
- Grew lending balances to over $1 Billion
- Grew a culture of banking and lending amongst the FA population
- 2015 Summit Club Winner
- 2016 Clocky Award Winner
- Earned promotion to First Vice President
Private Banker
Wells Fargo (previously Wachovia Bank)
08.2005 - 11.2010
- Partnered with branches and financial advisors to grow the lending book in Greater Georgia
- At time of departure, was ranked the #3 overall private banker in the country
- 2009 Concord Elite Winner
- 2008 Sales Trip Award Winner
Senior Small Business Financial Specialist
Wells Fargo (Previously Wachovia Bank
09.2003 - 08.2005
Teller / Service Transaction Specialist
Wells Fargo (Previously Wachovia Bank)
05.2000 - 09.2003
Education
BBA - Finance
University of Georgia
Athens, GA05-2010
Skills
- Building Relationships
- Problem Solving
- Delivering Results
- Leading Successful Teams
- Handling Escalations
- Collaborating
Certification
- Series 7, 63, 24
Timeline
Market Manager
Morgan Stanley Private Bank, N.A.
06.2017 - Current
Private Banker / Team Lead
Morgan Stanley Private Bank, N.A.
11.2010 - 05.2017
Private Banker
Wells Fargo (previously Wachovia Bank)
08.2005 - 11.2010
Senior Small Business Financial Specialist
Wells Fargo (Previously Wachovia Bank
09.2003 - 08.2005
Teller / Service Transaction Specialist
Wells Fargo (Previously Wachovia Bank)
05.2000 - 09.2003
BBA - Finance
University of Georgia
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