Julia Yarbrough

Julia Yarbrough

Alternative Investments Sales Associate at Morgan Stanley

Role
Alternative Investments Sales Associate at Morgan Stanley
Location
New York, NY, US
LinkedIn followers
500 followers

About Julia Yarbrough

Morgan Stanley’s Virtual Engagement Associate (VEA) Team assists Financial Advisers in their usage of Morgan Stanley’s Modern Wealth Management tools, such as Next Best Action (NBA), to leverage advanced analytics in order to enable advisers to optimally engage with clients at scale. Working as an extension of the Financial Adviser’s team, we ensure that clients receive consistent and timely touch points from their FAs to further enhance the overall client experience.

Experience

  1. Alternative Investments Sales Associate

    Morgan Stanley

    Dec 2024 — Present · New York, NY, US

Education

  • University of Georgia - Terry College of Business

    Finance

    2019 — 2022

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