Close Close Preview

Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.

Mengdi (Mandy) Chen

Mengdi (Mandy) Chen

Wealth Management Analyst

Morgan Stanley

Washington D.C. Metro Area

Master of Finance with diversified experience in financial risk management, business valuation, and quantitative trading. Expertise in financial modeling, equity research and hedge fund strategies. Passionate candidate with excellent team building, outstanding leadership, strong data mining skills.

Message
MENU ☰

Morgan Stanley

Wealth Management Analyst

• Review and process outgoing wire transfers
• Verify accuracy of wire forms and disbursement eligibility, by confirming the sufficiency of collaterals and whether the wires are in compliance with firm and regulatory processes
• Research and resolve questions from branches, clients, and other internal departments
• Perform daily quality control of a percentage of the prior day’s transactions to ensure accuracy

A great startup!

femie.png

8afa3aa4 3fec 4435 9b50 6c270d43951d large