Andrew Friedman

Registered Client Service Associate

Role
Registered Client Service Associate at Morgan Stanley
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Andrew Friedman

Andrew was born and raised in Santa Clarita, California, where he went on to follow his aspirations of studying Business at California Polytechnic State University, San Luis Obispo. During his time at Cal Poly, Andrew led a team of 7 individuals in a Startup Weekend competition, creating a nanotechnology based product that he had conducted prior research on, which sparked his passion for working with startups and early employees. Andrew graduated in 2022 with a Bachelors in Business Administration and a concentration in Financial Management, and he subsequently joined Morgan Stanley that same year as a Registered Client Service Associate. Andrew enjoys fostering client relationships and leveraging financial planning to create customized solutions that help clients navigate the path of achieving their financial goals. He is currently studying to be a Financial Planning Specialist at Morgan Stanley, with the ultimate goal of becoming a Certified Financial Planner. In his free time, Andrew enjoys live music, reading, cooking, going to farmers markets, and exploring San Francisco with all that it has to offer.

Experience

  1. Registered Client Service Associate

    Morgan Stanley

    Oct 2022 — Present · San Francisco, CA, US

Education

  • California Polytechnic State University-San Luis Obispo

    Bachelor's degree

    2018 — 2022

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Andrew Friedman — Registered Client Service Associate at Morgan Stanley in San Francisco, CA, US | Unifers