Connor Addiego

Registered Client Service Associate @Morgan Stanley

San Francisco, CA, US

Support 3 individual advisors with a total of more than $750MM in Assets Under Management -Construct and present Financial Plans with LifeView for select clients to plan for their financial future -Sit in on client meetings to give relevant market and account admin updates -Manage all client cash and securities transfers, such as client requested trades, wires, ACATs, 401k rollovers, internal transfers and ACH transactions -Open over 250 new accounts, including single, retirement, trust, custodial and business accounts-Became a fully licensed employee within the first year of employment-Sent marketing material to more than 250 prospects a week, in an attempt to grow advisor’s book of business

Pitzer College

Bachelor of Arts - BA, Mathematical Economics