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New Chief Marketing Officer At Morgan Stanley

Eliane Chavagnon Editor - Family Wealth Report September 22, 2014

New Chief Marketing Officer At Morgan Stanley

Mandell Crawley, formerly head of national business development and field management at Morgan Stanley Wealth Management, has become chief marketing officer of the firm.

Mandell Crawley, formerly head of national business development and field management at Morgan Stanley Wealth Management, has become chief marketing officer of Morgan Stanley.

Crawley filled the role vacated by Susan Smith Ellis, who left the firm in July after nine months, Morgan Stanley confirmed. The firm also said the CMO post was established in October 2013 to help it grow in the retail investor sector.

Jim McCarthy – who most recently served as head of workplace and investment solutions - has now been tasked with leading a new "solutions delivery organization," reporting to Shelley O’Connor, head of field management, and Andy Saperstein, head of investment products and services. 

The new group will combine the current business development team with the field-facing product specialists within investment products and services - all reporting to McCarthy.

The regional business development managers and the product sales heads will continue reporting to their respective regional directors and product heads. All complex business development reporting lines remain the same.

Meanwhile, Barry Goldstein, chief operating officer of field management, will assume additional responsibility for the advisor, trainee and manager development programs as well as strategic partnering and teaming, while continuing to report to O'Connor.

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