Julia Lokey

Morgan Stanley Private Wealth Management

Role: Private Wealth Management Ea Analyst at Morgan Stanley
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Julia Lokey

University of San Francisco alum. I am passionate about all aspects of finance, finding…

Experience

Private Wealth Management Ea Analyst
Morgan Stanley
Jul 2023 — Present · San Francisco, CA, US

Education

University of San Francisco School of Management
Bachelor of Science - BSBA, Finance
Napa Valley College
Associate of Science - AS-T, Accounting and Finance
2019 — 2021

Contact information

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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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About Julia Lokey

Experience

Private Wealth Management Ea Analyst

Education

University of San Francisco School of Management

Napa Valley College

Find verified contacts for anyone on LinkedIn