Brian Odonnell

Regional Retirement Associate at Morgan Stanley Wealth Management

Role: Sales Desk Manager, Corporate Retirement Sales Desk at Morgan Stanley
Location: Summit, NJ, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

Sales Desk Manager, Corporate Retirement Sales Desk
Morgan Stanley
Sep 2014 — Present · New York, NY, US

Education

University of Scranton
Master of Business Administration (MBA)
2005 — 2007
University of Scranton
Bachelor of Science (BS)
2001 — 2005

Skills

Financial Planning
Securities
Series 7
Asset Allocation
Mutual Funds
Retirement Planning
Defined Benefit
Finra
Qualified Retirement Plans
Series 65
Financial Advisory
Uniform Combined State Law
Iras
Series 63
Retirement
Strategic Financial Planning
401k Rollovers
Series 66
High Net Worth Individuals
Microsoft Office
401k
Wealth Management

Contact information

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Work email
•••••@morganstanley.com
Personal email
•••••@•••••.com
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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Experience

Sales Desk Manager, Corporate Retirement Sales Desk

Education

University of Scranton

University of Scranton

Skills

Find verified contacts for anyone on LinkedIn