Kevin Meyersburg is Managing Director and Head of Executive Services at E*TRADE from Morgan Stanley, a pioneer in the online brokerage industry. In his role, Kevin leads the team responsible for serving E*TRADE’s Executive Services stock plan participants. In addition, Kevin serves as Managing Director and Head of Corporate Brokerage Solutions at Morgan Stanley. With over 20 years of experience, he has a proven track record of success in developing key relationships with high net worth individuals and identifying the solutions to help them achieve their financial goals. During his 15 years with E*TRADE, he has served in several leadership roles across the organization and has played an integral role in the growth and success of the firm.
EARLY CAREER
Prior to joining E*TRADE, he was Vice President of the High Net Worth Relationship Group at BMO Harris Bank.
He was Director of the High Net Worth Relationship Management Group at Credit Suisse First Boston.
He was also Vice President of Relationship Management at Donaldson, Lufkin & Jenrette.
He holds FINRA Series 7, 24, and 63 securities licenses.