Darin Thomas
NSL,UT
Summary
Over 20 years successfully selling, leading distributed Business Development, Financial Service, Technology, Operation and Project teams to meet or exceed targets Team-oriented manager able to build consensus across competing goals and create focus to deliver with limited resources and tight timelines Adept at building cross-functional relationships with prospects and customers leveraging executive-level communication and presentation skills
Overview
23
23
years of professional experience
1
1
Certification
Work History
Vice President – Morgan Stanley at Work
Morgan Stanley
01.2020 - Current
- Sold the Directed Share Program (DSP) to investment banking client.
- Lead cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Lead business development and feature prioritization for industry-leading investor website and automated product distribution system
- Spearhead employee educational efforts to source cross-selling opportunities for DSP, Equity Stock Plans and 10B5-1, which contribution to $15.5bn net new money
- Serve as deal captain for initial public offerings:
- Prioritize Directed Share Program (DSP) company opportunities with investment banking professionals
- Engage issuer company C-Suite Executives to manage DSP details and expectations
- Develop multi-year technology roadmap including definition, prioritization, development and deployment of features and functions to meet client needs
- Create and chair appropriate forums to drive projects, provide status updates, and escalate/resolve issues
- Work with national sales on coverage assignment to the issuer
Assistant Vice President Corporate Equity Solutions
Morgan Stanley
01.2017 - 01.2020
Associate Corporate Equity Solutions
Morgan Stanley
09.2015 - 01.2020
Assistant Manager
Morgan Stanley
03.2010 - 09.2015
Sr. Branch Management Support
Morgan Stanley
01.2005 - 03.2010
Branch Service Representative
Morgan Stanley
01.2003 - 01.2005
Customer Service Representative
Morgan Stanley
11.2001 - 01.2003
Education
MBA - Finance Emphasis
Westminster College
Salt Lake City, UT05.2014
Bachelor - Finance
Westminster College
Salt Lake City, UT05.2012
Skills
- Sales
- Business Development
- Customer Relationship Management
- New Product Development
- Initial Public Offering Deal Captain
- Brokerage Operations
- Technology Roadmap
- Vendor Management
- Project Management
- Data Visualization
- Risk Mitigation
Certifications And Awards
- FINRA Series 7 and 63
- Awarded team honor of Service Excellence in 2005
Certification
FINRA Series 7, 9 and 63
Timeline
Vice President – Morgan Stanley at Work
Morgan Stanley
01.2020 - Current
Assistant Vice President Corporate Equity Solutions
Morgan Stanley
01.2017 - 01.2020
Associate Corporate Equity Solutions
Morgan Stanley
09.2015 - 01.2020
Assistant Manager
Morgan Stanley
03.2010 - 09.2015
Sr. Branch Management Support
Morgan Stanley
01.2005 - 03.2010
Branch Service Representative
Morgan Stanley
01.2003 - 01.2005
Customer Service Representative
Morgan Stanley
11.2001 - 01.2003
FINRA Series 7, 9 and 63
MBA - Finance Emphasis
Westminster College
Bachelor - Finance
Westminster College
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