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Morgan Stanley Financial Literacy Webinar Part 2

Jul 14, 2021 12:00 PM in Eastern Time (US and Canada)

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Speakers

Rodney Bolden
Vice President, Field Engagement Specialist @Morgan Stanley
Rodney Bolden is a Vice President, Field Engagement Specialist at Morgan Stanley. In this role, works with Corporate Directors and Financial Advisors to introduce Morgan Stanley’s Financial Wellness offerings to their institutional clients. Prior to joining Morgan Stanley, Rodney was Regional Team Leader for Key’s Bank’s Financial Wellness Program. As Regional Team Leader, Rodney managed a team of relationship managers that were responsible for selling Key’s Workplace Financial Wellness solutions to C-Suite executives at Fortune 500 companies, not-for-profit organizations and senior government officials of major municipal agencies. Additionally, while at Key, Rodney created and facilitated new hire training classes for Workplace Financial Wellness Relationship Managers. He also advised and collaborated with KeyBank’s Marketing Team on the development of new Financial Education presentation materials.
Todd A. Sacks
Executive Director and Sub-Complex Manager within the Southern New Jersey Complex @New York Metro Region of Morgan Stanley.
Todd A. Sacks is currently an Executive Director and Sub-Complex Manager within the Southern New Jersey Complex, which is part of the New York Metro Region of Morgan Stanley. The New York Metro Region is comprised of Branch offices spanning three states (Connecticut, New York, New Jersey) and includes a diverse, highly skilled and talented employee base and business mix. As a former Financial Advisor, Todd understands the importance of providing an exemplary level of knowledge and service to clients and strives to be a role model for everyone he has the pleasure of working with. In his role, Todd is aligned with a highly skilled team of Field Leaders, Financial Advisors and Support Teams. He has 28 years of industry experience that, as mentioned, started as a Financial Advisor until he was asked to pursue a role in Leadership. Todd has been named one of On Walls Street's Top Branch Managers from 2012 through 2018, which was its most recent list, and recognized on their Top 10 List