Corry King
Columbus,OH
Summary
Dedicated and driven licensed professional with 11 years of comprehensive experience in equity compensation plans, securities, banking, and customer service within the financial services industry. Proven ability to efficiently manage complex inquiries while providing exceptional service to clients and colleagues in a team-oriented environment. Possesses strong written and verbal communication skills, along with a solid foundation in stock market knowledge and trend analysis for process and experience improvements. Committed to integrity, ownership of responsibilities, and professional development.
Overview
11
11
years of professional experience
Work History
Equity Compensation Plan Compliance Analyst
Morgan Stanley
01.2017 - 12.2023
- Provided support to corporate clients related to Employer Restricted Stock, Purchase Plans, Stock Options, Money Movement, and Complaint Resolution
- Unsolicited Trades, Auditing, Training, Web Support
- Collaborated with development and leadership teams to create high-quality web and client experiences
- Service Excellence Award Recipient
Private Wealth Advisors Service Professional
Morgan Stanley
03.2015 - 12.2016
- Account Opening & Maintenance, Account Surveillance & Fraud, Document Processing, Banking, Retirement, and Insurance Licensing Field Support
- Supported High New Worth and Private Client Advisors
Portfolio Risk and Performance Reporting Analyst
Morgan Stanley
09.2012 - 02.2015
- Portfolio Analysis, Modern Portfolio Theory, Standard Deviation, Stress Testing, Returns, Reconciliations, General Tax, Data Entry, Statement Field Support
- Managed multiple projects while adhering to strict deadlines
- Trained branch analysts in risk management software
- Assisted in winning over $1B in new assets via prospecting
Education
Bachelor of Science - Family Financial Management
The Ohio State University
12.2010
Skills
- FINRA Series 7 & 63 Licensed
- Complaint Resolution
- Escalation Management
- Adept Knowledge in Equity Compensation Plans
- Proficient in Microsoft Office
- Call Center Experience
- Portfolio Risk Management
- Financial and Performance Reporting
Awards and Involvement
- Morgan Stanley Top Quality and Team MVP Awards
- The Ohio State University Fundraising Representative
- Active Volunteer: Clintonville Community , Goodwill Columbus, McConnell Arts Center
Timeline
Equity Compensation Plan Compliance Analyst
Morgan Stanley
01.2017 - 12.2023
Private Wealth Advisors Service Professional
Morgan Stanley
03.2015 - 12.2016
Portfolio Risk and Performance Reporting Analyst
Morgan Stanley
09.2012 - 02.2015
Bachelor of Science - Family Financial Management
The Ohio State University
Similar Profiles
Stevland PoliteStevland Polite
Vice President Institutional Securities Technology at Morgan StanleyVice President Institutional Securities Technology at Morgan Stanley
YASH SHIVKARYASH SHIVKAR
Quality Assurance Associate - GFC at Morgan StanleyQuality Assurance Associate - GFC at Morgan Stanley
Joshua WeinsteinJoshua Weinstein
Intern at Morgan StanleyIntern at Morgan Stanley
Heather CutlerHeather Cutler
Participant Relationship Manager at Morgan StanleyParticipant Relationship Manager at Morgan Stanley
Betzi RamirezBetzi Ramirez
Cashier at Toro Meat MarketCashier at Toro Meat Market