Morgan Stanley History
Team Fun Facts (you cannot answer for yourself or tell anyone the answer is you)
FT/Cash Plus/Etrade Adv/Etc.
Team Hidden Talents (you cannot answer for yourself or tell anyone the answer is you)
Complex Coverage (Pac Coast)
100

When does Morgan Stanley buy a seat on the Indonesia stock exchange?

2012

100

Which Trainer has played soccer most of their life?

Naved

100

What is the 3 criteria for Premier CashPlus Account?

  • $2,500 total monthly deposit (or Social Security deposit in any amount), OR $25,000 Average Daily Bank Deposit Program (BDP) Balances

AND

  • Morgan Stanley Online (MSO) enrollment

AND

  • An eligible Morgan Stanley (MS) Investment Account*
100

Which trainer's hidden talent is DIY Home Projects?

Kimberly!

100

Which trainer has covered every complex in the Pac Coast?

Almesia

200

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

200

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

200

What is the criteria for Platinum CashPlus account?

  • $5,000 total monthly deposit (Social Security deposit in any amount)

AND

  • Maintain a $25,000 Average Daily BDP balances

AND

  • Morgan Stanley Online (MSO) enrollment

AND

  • An eligible Morgan Stanley (MS) Investment Account*
200

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

200

Which trainer has covered around 45 branches?

Jobe

300

Which judge dismissed the government/justice department’s antitrust case against Morgan Stanley and 16 other firms?

Judge Harold R. Medina

300

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

300

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

300

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

300

Which trainers have covered San Diego?

Almesia, Ashley P., Jane (3)

400

How many documents were used to execute and record a single securities transaction during the paperwork crisis?

33

400

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

400

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

400

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

400

Which trainers have covered Bellevue?

Kimberly, Davie, Almesia, Ashley P.

500

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

500

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

500

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

500

Which 2 trainers put painting as a hobby? (250 each)

Ashlyn Nunes, Davie

500

How many trainers have covered Sacramento? (100 points)

And which ones? (400 points)

Kimberly,
Tay, Almesia, Ashlyn Nunes  = 4