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Registered Client Service Associate with FINRA Series 7 and Series 66 registrations and experience supporting wealth management practices through client relationship management, account administration, financial planning support, and operational execution. Skilled in delivering exceptional client service, coordinating complex account activities, and partnering with financial advisors to support the needs of high-net-worth individuals and families. Known for strong relationship management, attention to detail, and a service-oriented approach. Currently pursuing a Life & Health Insurance License.

Dynamic financial professional with strong acumen and exceptional communication skills, currently at Morgan Stanley. Proven track record in client onboarding and regulatory compliance, enhancing customer satisfaction and exceeding performance metrics. Adept at financial analysis and relationship management, driving tailored investment solutions for high-net-worth clients. My goal with this program is to expand my capabilities in financial analysis and attain my Chartered Financial Analyst distinction.

To obtain a customer service position in a dynamic and innovative organization where I can use my skills to build and cultivate relationships with my peers and customers.

Dynamic Senior Registered Client Service Associate with extensive wealth management expertise at Morgan Stanley. Proven track record in enhancing client satisfaction through exceptional customer support and meticulous attention to detail. Skilled in cash management and client onboarding, fostering strong relationships that drive retention and growth in a competitive market. Successfully obtained Series 7 and Series 63 FINRA licenses.

Anne Brady

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Registered Client Service Associate

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Bachelor of Science - Early Childhood Care And Education

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Registered Client Service Associate

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Bachelor of Science - Early Childhood Care And Education

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