Carolyn Simon
- Role
- Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Carolyn Simon
Experienced wealth management professional with a demonstrated history of 15+ years in…
Experience
Present
Education
NYU Stern School of Business
MBA, Finance and Marketing
The George Washington University
B.A., International Affairs
Skills
- Wealth
- Asset Management
- Financial Planning
- Equities
- Financial Services
- Asset Allocation
- Banking
- Mutual Funds
- Financial Advisory
- Risk Management
- High Net Worth Individuals
- Management
- Series 63
- Asset Managment
- Series 7
- Retirement Planning
- Strategic Financial Planning
- Investment Management
- Financial Analysis
- Hedge Funds
- Securities
- Fixed Income
- Investments
- Investment Strategies
- Alternative Investments
- Private Equity
- Investment Advisory
- Business Development
- Wealth Management
- Portfolio Management
- Finance
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