Kristi Fujimoto
Financial Planning Director @Morgan Stanley
Los Angeles, CA, US
EMAILS
k••••••••@morganstanley.com
MOBILE NUMBERS
+15•••••••15
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WORK HISTORY
Apr 2023 — Present
Financial Planning Director @Morgan Stanley
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Meeting with various clientele of Private Wealth Advisors in the Los Angeles complex and conducting discovery, plan creation, presentation, and monitoring with clients. • Promoting Financial Planning amongst Private Wealth Advisors in Los Angeles PWM Complex by hosting training sessions on our various tools.
EDUCATION
N/A
Head-Royce School
High School, High School/Secondary Diplomas and Certificates
N/A
University of Sussex
Bachelor's degree, Business Management, Finance, Marketing
N/A
Occidental College
Bachelor’s Degree, Major: Economics; Minor: Psychology
SKILLS
AdvertisingProject ManagementMicrosoft WordGoogle AdwordsEvent PlanningResearchStataGoogle AnalyticsSocial Media MarketingMicrosoft ExcelCommunicationConsultingFundraisingMicrosoft OfficeSocial MediaMicrosoft PowerpointTime ManagementTeam LeadershipSEOEvent ManagementWordpressWritten CommunicationData AnalysisCustomer ServiceAccountingAdministrative AssistanceMarketingHtmlCssManagementLeadership
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