Julian

About Julian

At my core, I am passionate about people—understanding them, building meaningful relationships, and ensuring they feel heard and valued. With nearly a decade of experience at Morgan Stanley Private Wealth Management, I have developed a deep ability to connect with clients, extract key insights, and anticipate their needs to provide the highest level of service.I thrive in fast-paced, high-performing environments, where I collaborate with teams to create impactful client experiences. My ability to engage with individuals from all walks of life allows me to foster strong, trust-based relationships—an essential component of delivering exceptional client service.I hold a BA in Radio, Television, and Film with a Minor in Psychology from San José State University and am Series 7 & 66 licensed. Passionate about relationship management, client engagement, and meaningful conversations Skilled in uncovering insights, building trust, and delivering exceptional service Thrive in collaborative, high-performance teamsLet’s connect!

Experience

1. Business Development Associate, Private Wealth Management

   Morgan Stanley

   Feb 2022 — Present · Menlo Park, CA, US

Education

• San José State University

  BA, Radio, Television, Film; Minor in Psychology

  2010 — 2013

Skills

• Nonprofits
• Project Planning
• Research
• Event Planning
• Customer Service
• Management
• Social Networking
• Microsoft Word
• Teamwork
• Time Management
• Powerpoint
• Microsoft Excel