Morgan Stanley History
When does Morgan Stanley buy a seat on the Indonesia stock exchange?
2012
Which Trainer has played soccer most of their life?
Naved
What is the 3 criteria for Premier CashPlus Account?
AND
AND
Which trainer's hidden talent is DIY Home Projects?
Kimberly!
Which trainer has covered every complex in the Pac Coast?
Almesia
What is one of the largest deals MS underwrited in 1938 for 100 million dollars?
Hint: it became the first billion dollar company
U.S. Steel
Whose trainer's child was named after a video game character? (100 points)
And which trainer's favorite band is My Chemical Romance? (100 points)
Ashley N - video game character
and Tay - My Chemical Romance
What is the criteria for Platinum CashPlus account?
AND
AND
AND
Which trainer can curl their hair in 4 mins? (100)
Which 2 trainers have a green thumb? (50 each)
Yvonne - curl hair
Jane and Mustafa
Which trainer has covered around 45 branches?
Jobe
Which judge dismissed the government/justice department’s antitrust case against Morgan Stanley and 16 other firms?
Judge Harold R. Medina
Which team member lived in Barcelona for 7 months? (150)
Which team member has visited 8 out of 30 baseball parks and wants to visit them all? (150)
Ashlyn Nunes
Nolberto - baseball
What are the 3 offers/advantages of E*Trade Adv?
1. affinity pricing for products
2. E*trade Premium dual client onboarding and service desks
3. Cash acquisition offer
Which trainer can drift a car? (150 points)
and Which trainer has a very good sense of smell to detect flavors/scents? (150 points)
Naved - drift a car
and Nolberto - good sense of smell
Which trainers have covered San Diego?
Almesia, Ashley P., Jane (3)
How many documents were used to execute and record a single securities transaction during the paperwork crisis?
33
Which trainer always mixes up metaphors usually by combining 2 or more together? (200 points)
Which trainer has a 98% success rate curing hiccups on the spot? (200 points; this was a talent but I put it as a fun fact)
Kimberly - metaphors
Ashley N - Hiccups
What is the new fees for Affinity pricing with E*Trade Adv Plus for:
ACAT (full transfer out)
MF commissions
and Index option fees?
ACT full transfer out: $75
MF commissions: $0
Index option fees: $.18-.51
Which trainer played cello for 12 years? (200 points)
Which trainer played flute for a marching band and concert band? (200 points)
Ashley P - Cello
Almesia - Flute
Which trainers have covered Bellevue?
Kimberly, Davie, Almesia, Ashley P.
What is the name of the house that has the porch where the idea of Morgan Stanley was established (300 points)
and which island town is it located on? (200 points each)
Sky Farm is the name of the summer house in the island town of North Haven, Maine
Which team member rescued pitbulls to find forever homes for them? (250 points)
Which trainer has half hearing loss in their right ear? (250 points)
Yvonne - Pitbulls
Ashley P - hearing loss
What date are banking fees waived for E*Trade ADV pre and post this date? (250 points)
How many of these payments cost $25? (250 points)
January 1st 2022
and 4 cost $25
Which 2 trainers put painting as a hobby? (250 each)
Ashlyn Nunes, Davie
How many trainers have covered Sacramento? (100 points)
And which ones? (400 points)
Kimberly,
Tay, Almesia, Ashlyn Nunes = 4