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Janelle Williams

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Janelle Williams

Wealth Management Associate, Vice President | MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

Billings, Montana, United States

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Janelle Williams

Summary

Janelle Williams is a seasoned financial services professional with over 25 years of experience, currently serving as Vice President and Wealth Management Associate at Morgan Stanley. Her career began at Dean Witter, and she has since held various leadership roles within Morgan Stanley, showcasing her expertise in portfolio management and client relations. Janelle has a strong educational background, holding an MBA from the New York Institute of Technology and a BS in Business Administration/Marketing from Montana State University-Billings. She is not just a financial expert but also a strategic thinker who has successfully improved operational procedures and enhanced client service models. Her extensive experience in managing high-net-worth clients and overseeing marketing functions reflects her adaptability and commitment to excellence in the financial sector. Janelle is also a licensed professional, holding multiple registrations including Series 7 and 24, which further underscores her credibility in the industry.

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Technical Background

Leadership Experience

Long-Term Tenure

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Leadership Development

Emerging Technologies

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Corporate Experience

Janelle Williams

Work Experience

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Wealth Management Associate, Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

April 2014 - Present

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Complex Service Manager, Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

May 2013 - April 2014

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Regional Administrative Manager at

Us Bancorp Investment

May 2012 - April 2013

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Financial Advisor Associate at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

July 2011 - May 2012

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Regional Risk Officer, First Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

April 2011 - July 2011

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Senior Complex Service Manager, First Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2010 - April 2011

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District Business Service Officer, First Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

April 2008 - November 2009

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Complex Administrative Manager, Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2006 - April 2008

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Acting Branch Manager, Associate Vice President at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

April 2005 - January 2006

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Operations Manager at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

March 2001 - April 2005

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Janelle Williams

Education

New York Institute of Technology, Mba

January 2005 - January 2007

Montana State University-Billings, Business Administration With An Extended Option In Marketing

January 1987 - January 1993

Frequently Asked Questions about Janelle Williams

What company does Janelle Williams work for?

Janelle Williams is a Wealth Management Associate, Vice President at MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A, a company specializing in National commercial banks.

Where Janelle Williams graduated from?

Janelle Williams holds a degree in Master's In Business Administration from New York Institute of Technology.

Who is Janelle Williams?

Janelle Williams is a seasoned financial services professional with over 25 years of experience, currently serving as Vice President and Wealth Management Associate at Morgan Stanley. Her career began at Dean Witter, and she has since held various leadership roles within Morgan Stanley, showcasing her expertise in portfolio management and client relations. Janelle has a strong educational background, holding an MBA from the New York Institute of Technology and a BS in Business Administration/Marketing from Montana State University-Billings. She is not just a financial expert but also a strategic thinker who has successfully improved operational procedures and enhanced client service models. Her extensive experience in managing high-net-worth clients and overseeing marketing functions reflects her adaptability and commitment to excellence in the financial sector. Janelle is also a licensed professional, holding multiple registrations including Series 7 and 24, which further underscores her credibility in the industry.

Janelle`s contact details

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