Jamal C.
- Role
- Virtual Engagement Associate at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jamal C.
With 5+ years in financial services, I’ve built a well-rounded foundation across retail…
Experience
Virtual Engagement Associate
Sep 2022 — Present
Leverage various software and tools to create financial plans for prospects and clients. • Host discovery calls to identify client needs and uncover hidden opportunities. • Communicate effectively with financial advisors to establish and achieve planning goals.
Education
Queens College
Bachelor of Arts - BA, Accounting
2016 — 2018
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