Kevin Roundtree

Experience

1. Assistant Vice President, Financial Advisor, Institutional Consultant

   Morgan Stanley Institutional Consulting Solutions

   May 2024 — Present · Jericho, NY, US

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Education

• University of Southern California

  Bachelor of Science (BS), Business Administration and Management, General

  2008 — 2012

Skills

• Microsoft Excel
• Asset Management
• Valuation
• Financial Analysis
• Budgets
• Finance
• Bloomberg Terminal
• Asset Allocation
• Mutual Funds
• Capital Markets
• Series 7
• Investments
• Equities
• Leadership
• Portfolio Management
• Wealth Management