Donte Glenn
Morgan Stanley Risk officer Vice President
- Role
- Risk Officer at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Risk Officer
Apr 2025 — Present · New York, NY, US
Education
Southern Connecticut State University
Bachelor's degree in Business Administration
2009 — 2013
Skills
- Variable Annuities
- College Savings Plans
- Wealth Management Services
- Wealth Accumulation Strategies
- Uniform Combined State Law
- Roth Ira
- Simple Ira
- 403 B
- Personal Finance
- Community Service
- Retirement Plan Consulting
- Wealth Accumulation
- Wealth Preservation Planning
- Sep Ira
- Wealth Management
- 529 Plans
- Permanent Life Insurance
- Holistic Financial Planning
- Retirement Planning
- Mutual Funds
- Saving for Education
- Disability Insurance
- Licensed Life Insurance Agent
- Communication
- Morningstar
- Life & Health Insurance Licenses
- 401k Rollovers
- Retirement
- Strategic Financial Planning
- Education Funding
- Annuity Sales
- Long Term Care Insurance
- Trust Services
- Financial Goals
- Qualified Retirement Plans
- College Education Planning
- Registered Investment Advisor
- Entrepreneurial Finance
- Key Person Insurance
- Iras
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