Jeff Bertinetti

Executive Director - Wealth Management Operations Financial Planning and Project Portfolio Mgt at Morgan Stanley

Role: Executive Director - Wealth Management Operations Financial Planning and Project Portfolio Mgt at Morgan Stanley
Location: New York, NY, US
LinkedIn followers: 500 followers

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Experience

Executive Director - Wealth Management Operations Financial Planning and Project Portfolio Mgt
Morgan Stanley
Jan 2021 — Present

Education

Villanova University
Business, Communications
1999 — 2003

Skills

Finance
Investments
Financial Services
Securities
Risk Management
Financial Modeling
Financial Analysis
Asset Management
Portfolio Management
Valuation

Contact information

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Work email
•••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••44

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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 - Wealth Management Operations Financial Planning and Project Portfolio Mgt

Education

Villanova University

Skills

Find verified contacts for anyone on LinkedIn