Wesley Warner

Wesley Warner is the Director of Retirement and Account Onboarding Operations at Altruist since April 2022, bringing extensive experience from E*TRADE from Morgan Stanley, where responsibilities included serving as Vice President of Wealth Management Operations from August 2008 to April 2022. In this role, Wesley drove integration efforts between E*TRADE and Morgan Stanley and oversaw teams handling securities transactions and cost basis reconciliation. Previous positions at E*TRADE included Director of Operations, where management involved establishing new accounts and maintaining customer data, and Team Lead in the Research & Resolution Department, supervising customer service and legal issue resolution. Additional roles included managing high-revenue client relationships and providing trade support as a Financial Services Representative.