Kristin A. Alexander
Bethesda
Summary
Dynamic leader with extensive experience at Morgan Stanley, excelling in team leadership and operations management. Proven track record in enhancing organizational performance through strategic initiatives and fostering strong client relationships. Adept at mentoring talent and driving continuous improvement, ensuring both individual and team success in a collaborative environment.
Overview
19
19
years of professional experience
Work History
Vice President Group Director
Morgan Stanley, Wealth Management
06.2009 - Current
- Led cross-functional teams to drive strategic initiatives and enhance organizational performance.
- Developed and implemented operational frameworks to optimize efficiency across departments.
- Mentored junior staff, promoting professional development and skill enhancement within the team.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management and senior partners to develop strategic initiatives and long term goals.
- Led weekly team meetings to review follow-up items from the past week and any upcoming activities for current week
- Fostered a culture of collaboration by mentoring team members and promoting knowledge sharing across roles.
- Championed employee development initiatives, promoting a culture of continuous learning and improvement for both individual and organizational success.
- Established strong relationships with clients, ensuring their needs were met and promoting long-term partnerships.
- Facilitated team engagement through effective communication strategies, strengthening partnerships and collaboration efforts.
Client Service Associate
Morgan Stanley
06.2006 - 06.2009
- Provided exceptional support to clients by addressing inquiries and resolving issues efficiently.
- Assisted in managing client accounts through effective communication and follow-up strategies.
- Collaborated with team members to streamline processes for improved client service delivery.
- Maintained accurate records of client interactions to ensure continuity of service and timely follow-ups.
- Increased efficiency and team productivity by promoting operational best practices.
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
Education
Bachelor of Science - Business Administration
Villanova University
Villanova, PA05-2006
Skills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Operations management
- Training and mentoring
Timeline
Vice President Group Director
Morgan Stanley, Wealth Management
06.2009 - Current
Client Service Associate
Morgan Stanley
06.2006 - 06.2009
Bachelor of Science - Business Administration
Villanova University
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