Saxon J. Sorrentino is an Executive Director in the Client Onboarding business unit and Head of the Client & Account Data team at Morgan Stanley. He is responsible for oversight, management and strategy for the firm’s client demographic data related to new account opening and account maintenance for all client channels.
Mr. Sorrentino’s career spans nearly 30 years across various wealth and asset management product and platform areas. He specializes in strategy, planning and building innovative solutions for the wealth and investment advisory community, improving an advisors’ and firm’s ability to serve retail, HNW, and institutional clients. He has a proven ability to lead large teams to develop and deliver large scale platforms to help advisory firms grow revenues and streamline operations.