Daniel Kaypaghian

Financial Advisor at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Daniel Kaypaghian

Years of diverse experience, risk management, and the vast resources of Morgan Stanley help allow Daniel to pursue his interest in helping others seek to achieve their goals. Daniel has spent years in the financial services arena including positions at Apple Computer, Inc.(Treasury-Capital Markets, Corporate Finance, and Foreign Exchange), Omniquest Capital,LLC (Managing Partner-Fund of Funds), Deutsche Bank (Managing Director - Debt and Equity Capital Markets and Sales & Trading covering corporations, high net worth individuals and private equity firms). Additionally, he worked several years as a Chemical Engineer for GE in Upstate New York. Areas of Focus: Investment Management Cash Management Corporate Finance strategies Equity and Fixed income Capital Markets Helping corporations navigate their financial goals and missions NMLS # 12•••37 CA Insurance License #0H69686

Experience

  1. Financial Advisor

    Morgan Stanley

    Nov 2012 — Present · San Jose, CA, US

    2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/copper-beech-tree-group. The information or content is for US residents only and subject to the following disclosures: investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.NMLS#: 12•••37

Education

  • University of Pennsylvania - The Wharton School

    MBA

    1984 — 1986

  • Cornell University

    BS

    1978 — 1982

  • Milton Academy

    High School

    1975 — 1978

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