Casey Friedman
Financial Planning Analyst at Morgan Stanley
- Role
- Financial Planning Analyst at Morgan Stanley
- Location
- Wayne, NJ, US
- LinkedIn followers
- 500 followers
Experience
Financial Planning Analyst
Jul 2024 — Present · NY, US
Licensed Associate providing Morgan Stanley Financial Advisors with dedicated financial planning support to promote growth. Operating as an extension of the Financial Advisor’s Team, I collaborate with clients and prospects to develop effective goals based financial plans that strengthen client relationships and improve outcomes.
Education
University of Wisconsin-Madison
Bachelor of Business Administration - BBA
2020 — 2024
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