Jessica Whidby
Morgan Stanley Wealth Management
- Role
- Wealth Management at Morgan Stanley
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Jessica Whidby
Experienced Wealth Management Advisor with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Operations Management, Microsoft Excel, Risk Management, and Strategic Planning.
Experience
Wealth Management
Aug 2010 — Present
Financial Advisor, Business Development and Marketing
Education
Training
Series 7, 63, 65, 31
2009 — 2011
Sam Houston State University
BS, Finance
2003 — 2007
Clarkson University
MBA, Finance
2007 — 2008
Harvard Business School
Program for Leadership Development Alumni, Organizational Leadership
2020 — 2021
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