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Brian Odonnell

Sales Desk Manager, Corporate Retirement Sales Desk @Morgan Stanley

Summit, NJ, US
EMAILS
b••••••••@morganstanley.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2014 — Present

Sales Desk Manager, Corporate Retirement Sales Desk @Morgan Stanley

New York, NY, US

EDUCATION

2005 — 2007

University of Scranton

Master of Business Administration (MBA)

2001 — 2005

University of Scranton

Bachelor of Science (BS)

SKILLS

Financial PlanningSecuritiesSeries 7Asset AllocationMutual FundsRetirement PlanningDefined BenefitFinraQualified Retirement PlansSeries 65Financial AdvisoryUniform Combined State LawIrasSeries 63RetirementStrategic Financial Planning401k RolloversSeries 66High Net Worth IndividualsMicrosoft Office401kWealth Management

ABOUT BRIAN ODONNELL

Regional Retirement Associate at Morgan Stanley Wealth Management

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