Charles Rumizen

Wealth Management Intern at Morgan Stanley

Role: Wealth Management Intern at Morgan Stanley
Location: Dallas, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Charles Rumizen

I\'m a dedicated Finance student at The Ohio State University\'s Max M. Fisher College of…

Experience

Wealth Management Intern
Morgan Stanley
Aug 2023 — Present · Columbus, OH, US
I\'m a Wealth Management Intern at Morgan Stanley, eager to gain hands-on experience in finance and wealth management. Working alongside seasoned professionals, I learn about wealth planning, investment strategies, and client relationships.In this role, I-Assist in creating personalized financial plans and portfolios-Stay updated on financial news and market trends-Support day-to-day operationsMy skills include strong analytical abilities, effective communication, attention to detail, problem-solving, and a collaborative mindset. I look forward to contributing to Morgan Stanley\'s success while refining my skills in the finance industry.

Contact information

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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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