Dominic Salonya
Wealth Management Analyst @Morgan Stanley
West Des Moines, IA, US
EMAILS
d••••••••@morganstanley.com
MOBILE NUMBERS
+13•••••••37
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WORK HISTORY
May 2022 — Present
Wealth Management Analyst @Morgan Stanley
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Morgan Stanley Wealth Management Analyst’s participate in overall business development of clientele. Their duties and responsibilities include, but are not limited to, designing and producing strategy reports and other types of communications for advisors to use with clients and prospects as part of the overall marketing initiative. Synthesize client/prospect data to develop customized financial plans/asset allocation proposals utilizing Morgan Stanley’s proprietary software tools…
SKILLS
SellingCredit AnalysisSeries 63Consumer LendingTime ManagementSocial MediaSalesPublic SpeakingLeadershipPortfolio ManagementFinanceMortgage LendingInsuranceFinancial ServicesSeries 7Life InsuranceCustomer ServiceLoansFinancial AnalysisBankingInvestmentsCreditSales ManagementSocial NetworkingSeries 6
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