Regan Licht
New York,NY
Summary
Finance professional with early-career experience spanning Wealth Management, client relationship strategy, and data-driven business development across industry recognized advisor teams. Driven by a deep passion for the markets, global macroeconomic dynamics, and the behavioral forces that shape investor decision-making with a strong conviction that understanding human psychology is as critical as understanding financial fundamentals. Proven ability to leverage data and analytics to identify opportunities, support strategic initiatives, and drive measurable outcomes in high-stakes environments.
Overview
5
5
years of professional experience
4
4
Certifications
Work History
Digital Engagement Associate
Morgan Stanley
Purchase, NY
02.2025 - Current
- Collaborated with 15 (50+ advisors) financial advisor teams across multiple time zones managing substantial assets, including 11 Forbes-recognized teams.
- Generated over $30 million in new assets through systematic client segment analysis.
- Developed and implemented innovative prospecting strategies to drive advisor growth.
- Aggregated and analyzed client data to uncover revenue opportunities and assess strategic impacts.
- Evaluated, introduced, and deployed AI tools to automate workflows and enhance operational efficiency.
Seasonal Bank Teller
Middlesex Savings Bank
Millis, MA
06.2021 - 01.2025
- Executed daily cash flow transactions ranging from $20K to $100K, ensuring compliance and audit standards.
- Collaborated with over 50 employees across 8 locations to maintain operational continuity and service consistency.
- Partnered with cross-functional teams to customize product and service offerings aligned with client goals.
- Achieved 'exceptional' performance rating, reflecting excellence in transaction accuracy and client engagement.
Global Wealth Management Intern
UBS Financial Services
New York, New York
06.2023 - 08.2023
- Supported the development and execution of strategic initiatives across 20 Financial Advisor teams operating under a management umbrella covering $40B+ in assets.
- Collaborated with senior management and cross-functional teams to drive business growth and retention strategies.
- Streamlined data organization and reporting processes to enhance operational efficiency and advisor productivity.
- Contributed to formulation and execution of client-facing initiatives aimed at growing AUM and improving retention.
Education
Bachelor of Science - Finance
Syracuse University
Syracuse, NY05-2024
Bachelor of Science - Real Estate
Syracuse University
Syracuse, NY05-2024
Skills
- Targeted marketing
- Prospecting strategies
- AI tool deployment
- CRM software
- Microsoft Office suite
- Data analysis
- Workflow management
- Problem-solving
- Time management
- Work prioritization
- Effective communication
- Cross-functional collaboration
Certification
FINRA Series 7 – General Securities Representative License
Timeline
Digital Engagement Associate
Morgan Stanley
02.2025 - Current
Global Wealth Management Intern
UBS Financial Services
06.2023 - 08.2023
Seasonal Bank Teller
Middlesex Savings Bank
06.2021 - 01.2025
Bachelor of Science - Finance
Syracuse University
Bachelor of Science - Real Estate
Syracuse University