Jason Solomon

Executive Director - Senior Ultra High Net Worth Specialist at Morgan Stanley

Role: Executive Director at Morgan Stanley
Location: West Palm Beach, FL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Executive Director
Morgan Stanley
Jan 2024 — Present · West Palm Beach, FL, US

Education

San Diego State University-California State University
Bachelor of Science (BS)

Skills

Credit Analysis
Strategic Financial Planning
Credit
Asset Management
Series 63
Securities
Mortgage Lending
Portfolio Management
Loans
Wealth Management
Asset Allocation
Banking
Mutual Funds
Equities
Financial Analysis
Fixed Income
Series 7
Retirement Planning
Financial Services
Investments

Contact information

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Work email
•••••@morganstanley.com
Personal email
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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

Executive Director

Education

San Diego State University-California State University

Skills

Find verified contacts for anyone on LinkedIn