UHNW Strategy & Client Excellence Leader

MARTIN NEGRON, MBA

UHNW Strategic & Client-Focused Professional

631-***-**** ***********@*****.*** New York, NY PROFESSIONAL SUMMARY

Results-driven strategist with 5+ years of experience solving complex financial and operational challenges for high-profile clients. Skilled at translating complex data and structures into actionable strategies that drive business growth, client engagement, and long-term value. Experienced in cross-functional collaboration, process optimization, and relationship management across corporate and client-facing environments. CORE COMPETENCIES

Strategic Planning · Client & Stakeholder Management · Business Analysis · Cross-Functional Collaboration · Data-Driven Problem Solving · Process Optimization · Financial & Operational Modeling CRM & Digital Tools · Financial Planning Specialist · Excel and PowerPoint WORK EXPERIENCE

Assistant Vice President, Global Investment Office Morgan Stanley New York, NY Feb 2025 – Present

- Lead complex problem-solving initiatives integrating tax, trust, and operational strategies into holistic client and business plans.

- Partner with senior stakeholders to optimize financial and structural frameworks, improving efficiency and client outcomes.

- Conduct strategic due diligence across financial and operational data to identify opportunities and recommend solutions.

- Train advisors on firm tools and best practices

- Product development and management with internal planning tools we have in place Associate, Family Office Resources

Morgan Stanley New York, NY May 2022 – Feb 2025

- Delivered actionable strategies for elite clients, balancing financial, operational, and estate considerations.

- Interpreted complex legal and tax documentation to provide clear recommendations that supported stakeholder decision-making.

- Developed educational materials to simplify technical concepts for clients and internal teams. Wealth Advisor Associate

Morgan Stanley Melville, NY Apr 2020 – May 2022

- Produced 130+ tailored strategies supporting advisors managing $20B+ in assets, ensuring alignment with long-term objectives.

- Facilitated client and stakeholder workshops to clarify goals and translate them into actionable solutions.

- Ensured delivery of high-touch service while meeting compliance and operational standards.

- Worked on discovery, planning, and presentation for client needs EDUCATION & CERTIFICATIONS

MASTER’S DEGREE M.B.A in Financial Management Iona University 2018 – 2019 BACHELOR’S DEGREE Finance Iona University 2014 – 2018 SERIES 7 & SERIES 66 2020

NMLS LICENSE 2020

NYS LIFE AND HEALTH INSURANCE LICENSE 2020

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