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Client-focused professional with a proven track record in relationship management, service delivery, and strategic client engagement. Adept at driving customer satisfaction and retention through consultative communication, cross-functional collaboration, and a deep understanding of client needs. Known for building trust, maximizing service value, and creating lasting impact across diverse industries.

Wealth Management Associate at Morgan Stanley with a proven track record of generating $150 million in new capital. With over three years of experience in sales, I have developed a strong ability to foster meaningful client relationships and create targeted communications that resonate with both clients and prospects. My expertise allows me to provide a deep understanding of the financial landscape. Adept at identifying opportunities and implementing strategies to enhance business growth. Responsible, reliable, and eager to learn.

 Determined Wealth Management Associate with experience advising clients on investment strategies, identifying personal retirement planning goals and tax planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet their financial goals and building relationships to garner client confidence and satisfaction 

Financial services professional with progressive experience in consumer lending, wealth management, banking, financial account operations, client education, and regulated transaction processing. Experienced in needs based selling, insurance products, loan origination, documentation, funding support, customer relationship development, and compliance with federal and state requirements. Known for clear communication, attention to detail, strong customer service, and the ability to manage time sensitive transactions accurately in high volume environments. Bachelor of Science in Accounting candidate.

Lasha Mchedlidze

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Wealth Management Associate

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Wealth Management Associate

SECURITY ANALYST INTERN

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BBA - Finance

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