Dave Agrati in

Dave Agrati

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Executive Director at Morgan Stanley
📍 Midland Park, New Jersey, United States

Dave Agrati is an Executive Director at Morgan Stanley, where he leads process improvements across two business units within Wealth Management. A graduate of Providence College with a long tenure in municipal finance, he is described by colleagues as a smart, engaging, and knowledgeable professional focused on driving efficiency and productivity.

He was specifically recruited to develop a strategy to streamline Morgan Stanleys approach to government clients, showcasing his expertise in optimizing sales and marketing processes.

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Experience
15 Years
Current Role
Executive Director
Job Level
Senior
Location
Midland Park, New Jersey, United States
Personality Overview

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Priorities

Topics Dave cares about

Municipal Finance
He has extensive experience on the Municipal Syndicate Desk and was a member of the Municipal Bond Club of New York, showing deep industry involvement.
Process Improvement
In his executive role, he was tasked with identifying and implementing process improvements to drive efficiency and productivity within Morgan Stanley's wealth management division.
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Career

Work history

1-2022
Executive Director
Morgan Stanley
8-2014 - 1-2022
Vice President
Morgan Stanley
1-2012 - 8-2014
Vice President | Negotiated Municipal Syndicate Desk
Morgan Stanley
Fixed Income Trader
Olde Discount Brokerage
1-1994 - 2-1995
Associate Broker
Lehman Brothers
In the press

Media appearances

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Education
B.A.
Providence College
Education details unavailable
Don Bosco Preparatory High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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