Daniel Breen is currently the Vice President and Portfolio Solutions Director at Morgan Stanley, where they focus on enhancing the usage of Portfolio Solutions and collaborating with Financial Advisors. They joined Morgan Stanley in 2014 as a Registered Client Service Associate and progressed through various roles, including Sales Specialist and AVP in the Consulting Group Advisory. Prior to this, they gained experience as a College Intern at Signet Investment Advisory Group and held an assistant manager position at Bagels and Beyond for several years. Daniel earned a degree in Marketing and Finance from Providence College in 2013.
This person is not in the org chart
This person is not in any teams
This person is not in any offices