Joseph Toledano is currently a Managing Director and Head of Insured Solutions for MS Wealth Management and its E*Trade subsidiary. His team’s responsibilities include managing product, strategy, training and distribution activities surrounding Annuities, Life & Health and Property & Casualty insurance. Joseph currently participates as a board/advisory committee member to numerous lobbying & trade organizations including IRI, LIMRA, Saltzman Associates & DTCC.
Joseph has over 22 years of experience at Morgan Stanley & Morgan Stanley Smith Barney in business line management, financial reporting and business development. Prior to joining Morgan Stanley, Joseph was employed at Bankers Trust Company (1996-1998) where he is received the BT Award of Excellence while managing a team in the Private Client Group.
Toledano is a Finance and Investment graduate of Bernard M. Baruch College where he also received his M.B.A. He is a Series 7, 24, 63 and is a Property, Casualty, Life and Health Licensed Representative. He lives in New Rochelle, NY with his wife and two daughters. In his spare time, Joseph dedicates his time working with the National Multiple Sclerosis Society and the Westchester Day School.