Lee Sundstrom

Assistant Vice President at Morgan Stanley

Role: Business Development Director at Morgan Stanley
Location: Palo Alto, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

Experience

Business Development Director
Morgan Stanley
Sep 2024 — Present

Education

UC San Diego
Bachelor of Arts (B.A.), Economics & Accounting Minor
2009 — 2012

Skills

10b5-1 Plans
Financial Analysis
Investment Strategies
Rule 144
Microsoft Office
Wealth Management
Stata
Strategic Financial Planning
Section 16
Outlook
Powerpoint
Microsoft Excel
Value Investing

Contact information

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Work email
l••••••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••38

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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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Experience

Business Development Director

Education

UC San Diego

Skills

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