Victoria Cone
Chicago,IL
Overview
8
8
years of professional experience
1
1
Certification
Work History
Registered Associate
Morgan Stanley
Chicago, IL
06.2022 - Current
- Partner with Financial Advisors to support high-net-worth client relationships, coordinating account servicing, onboarding, and ongoing maintenance in a regulated environment
- Serve as a primary point of contact for clients, resolving complex inquiries and delivering high-quality service under tight deadlines
- Prepare client-ready materials, financial reports, and presentations to support investment discussions and strategic decision-making
- Execute operational workflows including money movement, account documentation, and compliance processes with strong attention to detail
- Manage advisor calendars, client meetings, travel logistics, and expense reporting to improve team efficiency and execution
Global Wealth Management Intern
UBS
Remote
01.2021 - 04.2022
- Supported senior leadership by conducting research and analysis on client engagement, relationship management, and wealth strategy
- Analyzed market trends and client data to inform outreach initiatives and strategic marketing efforts
- Contributed to the development of targeted client communication strategies aligned with business objectives
Finance Assistant / Risk Management & Standards Board Roles
Alpha Chi Omega
Tallahassee, FL
01.2018 - 01.2022
- Managed budgets exceeding $8,000+, tracked expenditures, and supported financial planning and forecasting activities
- Designed and implemented payment plans for 250+ members, improving collections and financial accountability
- Negotiated with multiple stakeholders to balance financial constraints, timelines, and organizational priorities
- Coordinated and supervised large-scale events while ensuring compliance with safety, risk, and budget guidelines
- Served as a spokesperson and liaison, communicating expectations, resolving issues, and upholding organizational standards
Education
Bachelor of Science - Finance, Cum Laude
Florida State University
Tallahassee, FL05.2022
Certification
- Series 7 — FINRA
- Series 66 — FINRA
- Securities Industry Essentials (SIE) — FINRA
Timeline
Registered Associate
Morgan Stanley
06.2022 - Current
Global Wealth Management Intern
UBS
01.2021 - 04.2022
Finance Assistant / Risk Management & Standards Board Roles
Alpha Chi Omega
01.2018 - 01.2022
Bachelor of Science - Finance, Cum Laude
Florida State University