
Michael Perlman
Experienced business analyst/ project manager with broad financial services knowledge. Currently employed at Morgan Stanley managing the ... | United States
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Michael Perlman’s Emails mi****@mo****.com
Michael Perlman’s Phone Numbers No phone number available.
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Michael Perlman’s Location United States
Michael Perlman’s Expertise Experienced business analyst/ project manager with broad financial services knowledge. Currently employed at Morgan Stanley managing the governance of IT initiatives within Wealth Management. Prior to joining Morgan Stanley full time, consulted at MS as PMO. Prior to MS, employed as Finance Manager for U.S. Trust/Bank of America supporting various Wealth Management lines of business. Other roles in U.S. Trust included: oversight of asset management account fees as part of the account opening and annual review process; oversight of IRA RMD compliance; various metrics reporting for trusts and investment management accounts, and other internal projects. Past work history comprises 8+ years of retirement industry expertise including IT project management for retirement systems conversions/ enhancements as well as defined contribution recordkeeping and consulting.
Michael Perlman’s Current Industry Morgan Stanley
Michael
Perlman’s Prior Industry
Morgan Stanley
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Cgi
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Us Trust
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Bank Of America
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Emc
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Work Experience

Morgan Stanley
Vp, Wealth Management It
Wed Oct 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Emc
Senior Practice Consultant
Tue Dec 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank Of America
Finance Manager
Tue Feb 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Oct 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Trust
Vp
Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Cgi
Principal/Project Mgr
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley
Vp, Wealth Management Information Technology
— Present