Richard Sanchez President, Director of Client Coverage,
                                        Managing Director

• 23 years of financial services experience.
• As Managing Director and Director of National Sales with Morgan Stanley’s Global Wealth Management Group oversaw 450 branch offices and 10,000 Financial Advisors.
• As Head of Morgan Stanley’s Private Wealth Management Unit, oversaw 130 ultra high net worth Investment Representatives.
• Served on Morgan Stanley’s Global Wealth Management Executive and Management committees.
• An expert in trends in retail brokerage.
• Served on Securities Industry Association’s Board of Directors.
• American College Board of Trustees.
• BS, Business Administration, San Diego State University.