Julia Kinsel

Economics BA Major + Business & International Studies Minors at Southern Methodist University

Role
Wealth Management Intern at Morgan Stanley
Location
Glendale, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Management Intern

    Morgan Stanley

    Jun 2025 — Present · Pasadena, CA, US

    Researched stocks, mutual funds, and market trends, then created easy-to-read reports in Microsoft Word to help advisors build strong client strategies- Kept up with financial news and used it to help predict where the market might be headed, supporting team insights and planning- Cold called potential clients to introduce Morgan Stanley’s wealth management services and helped generate new business opportunities.

Education

  • Franklin University Switzerland

    Business Administration and Management, General

    2022 — 2022

  • Southern Methodist University

    Bachelor of Arts - BA

    2022 — 2026

  • Flintridge Sacred Heart Academy

    9-12

    2018 — 2022

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Julia Kinsel — Wealth Management Intern at Morgan Stanley in Glendale, CA, US | Unifers