Alisa Margulies
Vice President @Morgan Stanley
New York, NY, US
EMAILS
a••••••••@morganstanley.com
MOBILE NUMBERS
+19•••••••01
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WORK HISTORY
Feb 2022 — Present
Vice President @Morgan Stanley
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NY, US
Wealth Management Relationship Manager
EDUCATION
N/A
University of Maryland - Robert H. Smith School of Business
B.S., Finance/International Business
SKILLS
Corporate FinanceCapital MarketsFinancial StructuringBloombergDerivativesStructured FinanceBankingEquitiesFixed IncomeCreditFinancial ModelingPortfolio ManagementStructured ProductsCredit AnalysisInvestmentsSecuritizationAsset Managment
ABOUT ALISA MARGULIES
Client-facing relationship leader with experience across Wealth Management, Capital…
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