Harrison Rosenfeld
Financial Planning Associate at Morgan Stanley
- Role
- Planning Virtual Engagement Associate at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Planning Virtual Engagement Associate
Jan 2024 — Present · New York, NY, US
Supported financial advisors in their planning process• Engaged with clients directly to gather information and create their financial plan• Collaborated with advisors to leverage appropriate tools to implement financial plans• Tracked existing plans to ensure clients are on track to reach their goals
Education
Millbrook School
High School Diploma, High School/Secondary Certificate Programs
2015 — 2019
University of South Carolina
Minor, French Language and Literature
Darla Moore School of Business at the University of South Carolina
Bachelor of Business Administration - BBA, International Business
2019 — 2023
Darla Moore School of Business at the University of South Carolina
Bachelor of Business Administration - BBA, Finance, General
2019 — 2023
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