Access to the Private Banking Group National Sales Team (“PBG NST”)

A core part of Morgan Stanley’s approach to Wealth Management is to offer clients a comprehensive suite of cash management and lending solutions. With a holistic view of clients' finances and the support of our skilled PBG National Sales Team (Private Bankers, Associate Private Bankers, UHNW Specialists, and Cash Management Specialists), Financial Advisors can help clients integrate their day-to-day financial needs with their long-term investment ambitions. Whether a client is applying for a loan, refinancing a mortgage or setting up online bill pay, the PBG National Sales Team can help create a simpler and easier financial life for Morgan Stanley Wealth Management clients.

About Me

NMLS# 781215

Danielle Haddad is an Associate Private Banker serving Morgan Stanley’s Private Wealth Management offices in New York City.

Danielle began her career in financial services in 2010, and joined Morgan Stanley in 2017. Prior to joining the firm, she held a number of roles at Merrill Lynch including Business Support Manager within their Retirement and Personal Wealth Solutions organization, and on the team that developed and implemented Merrill Lynch’s strategic response to the Department of Labor’s Fiduciary Ruling. In addition, Danielle worked as a Loan Processor for PHH Mortgage, where she managed a pipeline of Ultra High Net Worth Morgan Stanley loans.

Danielle earned a Bachelor of Arts degree in Business Management & Leadership and French from Rider University. While attending school, she was part of the university’s Division 1 Women’s Soccer Team. Danielle lives in New York City.

Outside of the office, Danielle enjoys traveling, cooking, and spending time with her family and friends.
NMLS#: 781215

About Me

NMLS #1241526

Jason Kalmar is a Private Banker serving Morgan Stanley’s Private Wealth Management offices in New York City.

Jason began his career in financial services in 2003 and joined Morgan Stanley in 2014. Prior to being promoted to his current position, he served as an Associate Private Banker, Private Banker, and Ultra High Net Worth Mortgage Advisor. Before he joined the firm, he was a Mortgage and Banking Law attorney at Rosicki, Rosicki & Associates. He also worked in the Commercial Business Group at Citigroup.

Jason received a Bachelor of Science degree in Finance from Indiana University and a Juris Doctorate from Hofstra University School of Law. He and his family reside in Huntington, New York.

Outside of the office, Jason enjoys skiing, traveling, attending baseball games at Yankee Stadium, and spending time with family and friends.
NMLS#: 1241526
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

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