Makita Israel
West Jordan
Summary
Dynamic Private Banking Assistant at Morgan Stanley with a proven track record in client relationship management and regulatory compliance. Spearheaded process improvements and delivered impactful training to junior staff, enhancing operational efficiency. Skilled in financial analysis and policy development, consistently ensuring accurate documentation for banking operations.
Overview
5
5
years of professional experience
Work History
Private Banking Assistant
Morgan Stanely
Sandy
10.2019 - 03.2025
- Reviewed existing policies and procedures related to private banking operations.
- Provided training and mentoring support for junior staff members in areas related to private banking operations.
- Ensured that all documentation related to private banking accounts were completed accurately prior to opening accounts.
- Participated in special projects that required additional research or analysis on various topics related to banking operations.
- Identified areas for improvement in existing processes or procedures related to banking operations.
Education
High School Diploma -
Valley
Sandy06-2011
Skills
- Client relationship management
- Regulatory compliance
- Financial analysis
- Document management
- Policy development
- Staff training
Timeline
Private Banking Assistant
Morgan Stanely
10.2019 - 03.2025
High School Diploma -
Valley
Similar Profiles
Tracy LiebhartTracy Liebhart
Participant Relationship Manager at Morgan StanelyParticipant Relationship Manager at Morgan Stanely
Brunda SBrunda S
KYC Analyst 3 at Morgan StanelyKYC Analyst 3 at Morgan Stanely
Jacquelyn DavisJacquelyn Davis
Registered Client Service Associate at Morgan StanelyRegistered Client Service Associate at Morgan Stanely
Leticia TinocoLeticia Tinoco
General Manager at Good Spirits Bar & GrillGeneral Manager at Good Spirits Bar & Grill
Kaston EllingtonKaston Ellington
Superintendent at Team LINXSuperintendent at Team LINX