Grant Gunderson

Financial Planning Associate @Morgan Stanley

Scottsdale, AZ, US
EMAILS
g••••••••@morganstanley.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2025 — Present

Financial Planning Associate @Morgan Stanley

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Tempe, AZ, US

Licensed Associate providing Morgan Stanley Financial Advisors with dedicated financial planning support to promote growth. Operating as an extension of the Financial Advisor’s Team, I collaborate with clients and prospects to develop effective goals based financials plans that strengthen client relationships and improve outcomes.[University of Arizona, SIE, S7, S66]

EDUCATION

N/A

University of Arizona

Bachelor of Science (BS)

SKILLS

AdvertisingLeadershipMicrosoft WordSocial Media MarketingErdas ImaginePowerpointSaasMicrosoft OfficeSalesCommunicationResearchMicrosoft PowerpointCrmAccount ManagementConference CoordinationPublic RelationsManagementMarketingSoftware as a Service (Saas)Business DevelopmentOnesitePublic SpeakingChannel SalesCustomer ServiceConstructionSalesforce.comParty PlanningTime ManagementTeamworkReal Estate Development

ABOUT GRANT GUNDERSON

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