Wesley Felix, CEP, currently serves as a Private Market Client Advisory Board Member at Morgan Stanley since November 2022 and as a Sr. Stock Plan Administrator at Scopely since October 2022. Prior experience includes roles as an Equity Plan Consultant for Equity Plan Solutions, LLC from May 2021 to October 2022, and as a Client Service Manager at Certent, an insightsoftware company, from October 2019 to May 2021. Wesley also held positions at E*TRADE from September 2013 to October 2019, including Emerging Markets Service Manager and Platinum Executive Services RM, as well as Stock Plan Services at E*TRADE Financial from August 2011 to August 2013. Educational background includes a Finance degree from the University of Utah - David Eccles School of Business, obtained from 2006 to 2011.
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