Paty Susana is Vice President of Morgan Stanley Wealth Management. In her current role as Coverage Officer, she actively partners with business areas and product owners across Wealth Management to provide direction related to implementation planning, change management, communications, and field liaison activities.
Paty has over 15 years of experience in the Financial Services industry. She began her career with Merrill Lynch focused on portfolio management for high net worth private clients. She later joined Morgan Stanley’s Field Management Organization, where she facilitated multiple initiatives across the organization with an emphasis on budget, cost control, risk management, and revenue enhancement. Paty was then promoted to Communications Manager for the Consulting Group where she created and managed the process for governance and distribution of all Field and client-facing communications.
Paty earned a Bachelor’s degree from Stony Brook University, and a Master’s degree from Manhattanville College in New York. She is Series 7, 66, 9 & 10 licensed.
She currently lives in Ridgefield, CT with her husband, Hector Rodriguez, and her two lovely children Sophia (11 yrs.) and Simon (7yrs.)