Brendan Lloyd
PWM Portfolio Management Associate at Morgan Stanley
- Role
- Pwm Portfolio Management Associate at Morgan Stanley
- Location
- Washington, WA, US
- LinkedIn followers
- 500 followers
Experience
Pwm Portfolio Management Associate
Oct 2021 — Present
Education
The George Washington University School of Business
Bachelor of Business Administration (BBA), Finance, Economics
Skills
- Inventory Management
- Financial Markets
- Wealth Management Services
- Microsoft Office
- Sales
- 401(K) Retirement Savings Plans
- Marketing Strategy
- Sql
- Microsoft Word
- Team Leadership
- Business Development
- Retirement Planning
- Banking
- Loss Prevention
- Creative Problem Solving
- Sap
- Management
- Leadership
- Business Analysis
- Time Management
- Financial Analysis
- Finance
- Financial Planning
- Thomsonone
- Iphone
- Social Networking
- Financial Services
- Customer Service
- Research
- Iwork
- Powerpoint
- Microsoft Excel
- Decision Analysis
- Visual Merchandising
- Data Management
- Driving Results
- Final Cut Pro
- Leadership Development
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