Frank Burkhardt

SVP | Associate Market Manager at Morgan Stanley

New York, New York, United States

About

25+ years of Financial Services experience with a proven track record of success in a fast paced and demanding sales / customer centric environment.

Experience

  • SVP | Associate Market Manager at Morgan Stanley
    Mar 2023 - Present · 3 yrs 4 mos

    © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Frank Burkhardt may only transact business in states where he/she is registered or excluded or exempted from registration. "http://brokercheck.finra.org" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Frank Burkhardt is not registered or excluded or exempt from registration.

  • Citi (21 yrs 11 mos)
    • SVP | Wealth Group Executive - Citi Global Wealth Management
      May 2019 - Feb 2023 · 3 yrs 10 mos

    • SVP | Market Manager - CitiGold Wealth Management
      Feb 2014 - Apr 2019 · 5 yrs 3 mos

    • Vice President | Branch Manager
      Apr 2001 - Feb 2014 · 12 yrs 11 mos

  • Group Sales Manager at The Dime Savings Bank of New York
    Feb 2000 - Mar 2001 · 1 yr 2 mos

  • Senior Team Lead at Delta Funding
    Jan 1995 - Jan 2000 · 5 yrs 1 mo