Andrew Shuster
Vice President, Business Service Officer at Morgan Stanley
- Role
- Business Service Officer at Morgan Stanley
- Location
- East Greenwich, RI, US
- LinkedIn followers
- 500 followers
About Andrew Shuster
Experienced senior investment professional with a demonstrated history of working in the financial services industry. Skilled in Customer Service, Financial Planning, Asset Management, and Equities.
Experience
Business Service Officer
Jan 2023 — Present · Providence, RI, US
2024 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: investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Andrew Shuster may only transact business in states where he/she is registered or excluded or exempted from registration.\"http://brokercheck.finra.org\" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Andrew Shuster is not registered or excluded or exempt from registration.
Education
Providence College
Master of Business Administration - MBA
2018 — 2020
University of Connecticut
Economics, Computer Science, Economics, Business
2006 — 2010
Skills
- Financial Planning
- Financial Analysis
- Leadership
- Series 7
- Customer Service
- Auditing
- Insurance
- Fixed Income
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Wealth Management
- Equities
- Alternative Investments
- Private Equity
- Strategic Financial Planning
- Investments
- Portfolio Management
- Asset Management
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