Mathew Shipman
San Francisco,CA
Summary
Dynamic Group Director at Morgan Stanley with a proven track record in operational efficiency and client relations. Successfully led a team supporting $7 million in revenue, enhancing processes and driving revenue growth. Skilled in conflict resolution and process improvement, I excel in fostering strong client relationships and achieving outstanding results.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Group Director
Morgan Stanley
San Francisco, CA
02.2024 - Current
- Manage a team of five Registered Client Service Associates.
- $7 million in annual revenue.
- Utilize Salesforce for tracking and monitoring team metrics.
- Meet with managers and financial advisors to discuss team performance.
- Training and coaching.
- Point of contact for team escalation.
Client Serivice Assoicate
Morgan Stanley
San Francisco, CA
07.2020 - 01.2025
- Supported $4 million in annual revenue.
- Assisted three financial advisors.
- Ownership of the New Client Onboarding process.
- Daily operational tasks, including executing banking transactions, promoting banking products, updating accounts, and serving as the point of contact for client operational needs.
- Member of Training Team.
- Lead the daily team huddle to discuss important team and client updates.
Operation Specialist
Morgan Stanley
Columbus , OH
12.2018 - 03.2020
- Back office support to branch staff.
- Incoming call support for opening new accounts, making account modifications, and document requirements.
- Reviewing documents for firm requirements once they are completed by the client.
Account Manager
Sandy Diggs State Farm Agent
05.2018 - 12.2018
- Responsible for new business acquisition, maintaining customer relationships, and managing customer accounts
- Licensed in Property and Casualty
Collections Specialist
Arbor Professional Solutions
01.2017 - 05.2018
- Responsible for collecting on delinquent accounts
- Managed over 100 accounts daily and was responsible for the quality and productivity of phone calls
- I grew to be the second lead collector in the company
Education
Some College (No Degree) - Business Management
Washtenaw Community College
Ann Arbor, MISkills
- Operational efficiency
- Conflict resolution
- Multitasking and organization
- Client relations
- Process improvement
- Revenue growth
- Customer service
Certification
- SIE
- Series 7
- Series 63
- Series 65
Timeline
Group Director
Morgan Stanley
02.2024 - Current
Client Serivice Assoicate
Morgan Stanley
07.2020 - 01.2025
Operation Specialist
Morgan Stanley
12.2018 - 03.2020
Account Manager
Sandy Diggs State Farm Agent
05.2018 - 12.2018
Collections Specialist
Arbor Professional Solutions
01.2017 - 05.2018
Some College (No Degree) - Business Management
Washtenaw Community College
Similar Profiles
VALARIE HUGHESVALARIE HUGHES
Wealth Management Associate, AVP at Morgan StanleyWealth Management Associate, AVP at Morgan Stanley
Raunak MotiwaleRaunak Motiwale
Associate, Syndicate Operations at Morgan StanleyAssociate, Syndicate Operations at Morgan Stanley
WILLIAM COOPER IIWILLIAM COOPER II
Financial Advisor at Morgan Stanley Wealth ManagementFinancial Advisor at Morgan Stanley Wealth Management
Punit AgarwalPunit Agarwal
Vice President at Morgan StanleyVice President at Morgan Stanley
Ross HatamiyaRoss Hatamiya
Senior Vice President, Automotive Media Sales at Volta Charging / Volta Media, A Shell BrandSenior Vice President, Automotive Media Sales at Volta Charging / Volta Media, A Shell Brand