Jeff Preston in

Jeff Preston

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Executive Director - Analytics, Data, & Innovation at Morgan Stanley
📍 New York, New York, United States

Jeff Preston is an Executive Director at Morgan Stanley, specializing in Analytics, Data, and Innovation within the wealth management sector. A graduate of UNC Kenan-Flagler Business School, he has progressed through various leadership roles at the firm. His background also includes serving as an Adjunct Instructor at West Point.

As a military veteran and recipient of the Bronze Star, Jeff is deeply committed to supporting the veteran community. He actively promotes career transition opportunities for military personnel in financial services and supports veteran-focused charities. He also maintains strong ties with the West Point alumni network, encouraging professional connection among graduates.

He is a co-inventor on a patent for a machine learning system designed to match financial leads to advisors.

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Experience
19 Years
Current Role
Executive Director - Analytics, Data, & Innovation
Job Level
Senior
Location
New York, New York, United States
Personality Overview

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Priorities

Topics Jeff cares about

AI in Wealth Management
His team developed the AI-driven LeadIQ prospect management system, and he co-invented a patent for a machine learning service to match leads with advisors.
Veterans in Finance
Frequently promotes events for transitioning military members and veterans to find careers in financial services and supports veteran-focused charity events like "Heroes on the Hudson".
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Career

Work history

1-2023
Executive Director - Analytics, Data, & Innovation
Morgan Stanley
1-2020 - 1-2023
Vice President - Analytics, Data, & Innovation
Morgan Stanley
11-2016 - 1-2020
Assistant Vice President, Analytics & Data
Morgan Stanley
12-2020 - 7-2023
Adjunct Instructor
United States Military Academy at West Point
10-2015 - 6-2016
Engagement Manager/Team Leader (Management and Strategic Planning)
Knowledge Point
In the press

Media appearances

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Education
2016 - 2017
Master of Business Administration (M.B.A.)
UNC Kenan-Flagler Business School
2010 - 2011
Master of Science (MS)
The University of Texas at San Antonio
Social presence
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Behavioral profile

DISC profile (public)

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