Jason Otis

Associate at Morgan Stanley

Role: Private Wealth Management Associate at Morgan Stanley
Location: West Palm Beach, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Private Wealth Management Associate
Morgan Stanley
Aug 2024 — Present · Palm Beach, FL, US

Education

Harvard Business School Online
Financial Accounting
St Andrews School
High School Diploma
2014 — 2018
Bowdoin College
Bachelor of Arts - BA, Economics, Government & Legal Studies
2018 — 2022

Contact information

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Work email
•••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••24

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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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Experience

Private Wealth Management Associate

Education

Harvard Business School Online

St Andrews School

Bowdoin College

Find verified contacts for anyone on LinkedIn