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Jim Hofheimer
Corporate Retirement Director, Vice President Wealth Management @Morgan Stanley
Chicago, IL, US
EMAILS
j••••••••@morganstanley.com
MOBILE NUMBERS
+18•••••••30
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WORK HISTORY
Jul 2023 — Present
Corporate Retirement Director, Vice President Wealth Management @Morgan Stanley
Chicago, IL, US
EDUCATION
1998 — 2000
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
SKILLS
SecuritiesInvestmentsAsset AllocationMutual FundsRetirementInvestment AdvisoryFixed IncomeTradingHigh Net Worth IndividualsBrokerageEtfsAsset ManagementCapital MarketsSeries 7EquitiesPensionsOptionsPortfolio ManagementSeries 63Retirement PlanningDerivativesAlternative InvestmentsHedge Funds
ABOUT JIM HOFHEIMER
Establishing a relationship of trust with each and every client is what I have been doing…
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