Portland Branch Office

George Kane is an Executive Director and the Market Executive for Morgan Stanley’s Pacific Mountain Market, spanning Oregon, SW Washington, Alaska, Idaho, and Montana. George has broad experience in the Financial Services industry. Over the course of his career, he has had the opportunity to work with high-performing teams from San Francisco, Singapore, Sydney, Boston, Seattle, Dallas, and now, the Pacific Northwest.

George builds his team around coaching and listening to the advisors he mentors. Before offering advice or delivering initiatives, George listens extensively to find out how the team is working and what they’re trying to accomplish. Only when he has a full picture of what the team is looking for does he begin to assist in developing the world class resources available at Morgan Stanley.

Outside of the office, George has been an active board member with Boys & Girls Clubs and the United Way. Having coached his children’s soccer, basketball and baseball teams, he continues to work to increase kids’ access to sports programs. He is also actively involved with American Corporate Partners, where he provides career counseling and coaching to individuals transitioning from the military to civilian life.

While Giving Back is a core value of Morgan Stanley, George and the entire Pacific Mountain Market commit to that value in multiple ways. The Market employees support over a hundred community organizations, both financially as well as by donating hundreds of hours of volunteer time.

George is extremely proud of the entire leadership team of the Pacific Mountain Market and their relentless focus on helping their advisors and teams continually develop their individual strengths and value propositions.

Dan Zertuche is the Training Specialist at Morgan Stanley, where he supports the Washington and Pacific Mountain Regions. His focus is on helping Financial Advisors and Support Professionals leverage the various platforms and systems to create efficiencies and help grow their business.

Born on an army base in Heidelberg, Germany, Dan moved to Washington in 1991. He pursued higher education at Central Washington University, earning a degree in Theatre, which laid the foundation for a diverse and impactful career.

With 16 years of experience at Wells Fargo, Dan honed his professional focus in branch banking, spending 11 of those years as a Business Training Consultant and Facilitator. This role allowed him to develop a deep understanding of financial services and training methodologies, skills he now brings to his current position at Morgan Stanley.

Dan lives in Seattle with his wife, Jessica, and their two children, Ella and Luca. Dan balances a fulfilling family life with professional responsibilities. He enjoys reading, playing video games, and playing disc golf during his free time.