Juan Roman
Financial Advisor Team Manager, AVP @Morgan Stanley
Phoenix, AZ, US
EMAILS
j••••••••@morganstanley.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2022 — Present
Financial Advisor Team Manager, AVP @Morgan Stanley
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Gilbert, AZ, US
ABOUT JUAN ROMAN
8years of Sales & Financial Planning experience in the Investment Industry; primarily with Equity Research Firms, Asset Managers, Investment Advisors and Mutual Funds.Specialties: Mutual Funds, ETFs, Investment Advisors, Broker Dealers, and other Institutional Firms in the Financial Services Industry.
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