Adam Simon

Role
Financial Advisor,vice President at Morgan Stanley
Location
West Palm Beach, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor,vice President

    Morgan Stanley

    Feb 2017 — Present

    Disclaimers: © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: NMLS#: 16•••10

Skills

  • Financial Accounting
  • Microsoft Office
  • Finance
  • Data Analysis
  • Microsoft Word
  • Management
  • Direct Marketing
  • Client Prospecting
  • Intercollegiate Athletics
  • Research
  • Analysis
  • Financial Modeling
  • Financial Risk
  • Fundamental Analysis
  • Customer Relations
  • Powerpoint
  • Bloomberg Terminal
  • Market Research
  • Direct Sales
  • Economic Modeling
  • Microsoft Excel
  • Financial Analysis

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Adam Simon — Financial Advisor,vice President at Morgan Stanley in West Palm Beach, FL, US | Unifers