Salt Lake City Metropolitan Area
As an Executive Director and Market Executive at Morgan Stanley, I lead high-performing teams across the Western Region, driving growth, risk discipline, and a client-first culture within wealth and private banking. I focus on aligning talent, strategy, and balance sheet capabilities to deliver integrated solutions for high net worth individuals and families. My leadership centers on scaling platforms that unify lending, cash management, and investment management to deepen client relationships. I partner with senior leaders across the firm to enhance advisor productivity, strengthen governance, and position the business for sustainable growth. Series 24, 7, and 66 licensed, I bring enterprise perspective, strong credit expertise, and a track record of building teams and strategies that deliver consistent results.
Market Executive for the Western Region at Morgan Stanley, responsible for leading a multi-state, highly experienced Private Banking team and delivering integrated banking, lending, and wealth management solutions to high-net-worth individuals and families. • Proven enterprise leader with a track record of building, scaling, and leading high-performing teams while driving strong financial performance and client growth • Deep expertise across private banking, complex credit, investment management, and tailored wealth solutions for individuals, families, and closely held businesses • Partner closely with wealth management leadership to deliver holistic balance sheet and investment strategies for sophisticated clients • Experienced in managing large, multi-market teams, developing top talent, and creating a culture of accountability, performance, and client excellence • Strategic focus on growing lending platforms, expanding client relationships, and deepening wallet share across wealth and banking channels
• Led the Private Banking division for the Utah Intermountain Complex at Merrill Lynch. Recruited to Morgan Stanley in September of 2010 to assist in building the Private Bank • Delivered tailored ultra-high-net-worth (UHNW) credit and banking solutions for wealth management clients. • Collaborated with cross-functional teams to enhance client service and satisfaction. • Developed strong relationships with clients, ensuring their unique financial needs were met.
• Managed a portfolio of high net worth relationships, delivering structured credit, securities based lending and commercial lending. • Developed tailored investment management strategies to meet clients' unique financial goals. • Collaborated within the Private Bank, Business Banking and Wealth Management to enhance service delivery and client satisfaction.