Deana F. West
Heber City,UT
Summary
Dynamic professional with extensive experience at Morgan Stanley Wealth Management, collaborating with executive leadership to enhance employee relations and provide robust administrative support. Proven track record in managing onboarding processes and facilitating technology projects. Recognized for strong problem-solving abilities and a commitment to operational efficiency, fostering positive relationships across six branch locations in Utah and Wyoming, serving 110 employees and growing.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Branch Administrator/Assistant to Exec. Director
Morgan Stanley Wealth Management
Holladay, Utah
05.2018 - Current
- Collaborated with executive management team to drive strategic initiatives aligned with organizational goals.
- Facilitate executive and administrative support for the Utah/WY Sub-Complex, ensuring confidentiality in all interactions. Position works closely with compliance team.
- Served as liaison between branch management, employees, and internal/external partners to facilitate communication and collaboration.
- Evaluate the needs of management and staff to resolve inquiries efficiently.
- Lead onboarding for recruit hires.
- Manage onboarding processes for new employees, and handle terminations and system access requests.
- Provided administrative support for branch management by coordinating travel arrangements and scheduling meetings to streamline operations.
- Prepared and reviewed expense reports for compliance with regulatory policies.
- Acted as Branch IT Liaison, coordinating technology projects and vendor communications.
Client Service Associate/ Branch Manager Assistant
Morgan Stanley Wealth Management
Park City, Utah
04.2011 - 05.2018
- Supported up to six Financial Advisors by providing sales and administrative assistance, enhancing branch operations as assistant to the producing branch manager.
- Maintained existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
- Conduct outreach to maintain strong relationships with client base and identify firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
- Coordinated travel arrangements, meetings, telephone coverage, calendar management, and office IT/building maintenance to ensure seamless branch operations.
- Performed administrative duties that supported financial advisors in daily business practices, including telephone coverage, business travel arrangements, and coordination of client meetings.
- Maintained marketing materials and managed digital and social media presence while planning client events and seminars to strengthen client engagement.
Education
Some College (No Degree) -
Salt Lake Community College
Salt Lake City, UTSkills
- Microsoft Office Suite
- Workday and Salesforce
- Taleo and Ariba
- 3D platform
- SMAART Web and Concur
- Manhattan software
- Stensul
Certification
- Notary
- Utah Property & Casualty Insurance Licensed
- Utah Life and Health Licensed
Awards
Morgan Stanley Field Service award, 2025
Timeline
Branch Administrator/Assistant to Exec. Director
Morgan Stanley Wealth Management
05.2018 - Current
Client Service Associate/ Branch Manager Assistant
Morgan Stanley Wealth Management
04.2011 - 05.2018
Some College (No Degree) -
Salt Lake Community College