Marshall Friedman

About Marshall Friedman

https://advisor.morganstanley.com/marshall.friedmanHighly collaborative and analytically driven problem solver with high attention to detailBackground in- Investing: Sourcing, market analysis, asset management and project management- Finance: Financial modeling, valuation analysis and team management- Project Management: Quarterbacking deals and juggling multiple projects simultaneously under pressure with tight deadlines and accuracy- Business Development: Building authentic relationships with customers, clients and investors to analyze problems and identify solutions Fluent in- Excel- PowerPoint- Mandarin Chinese

Experience

1. Financial Advisor

   Morgan Stanley

   Sep 2024 — Present · Charlotte, NC, US

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Education

• Durham Academy

  High School

  1991 — 2005

• TASIS-Switzerland

  Post-Graduate Study

  2005 — 2006

• The University of North Carolina at Chapel Hill

  BSBA, Business, Chinese

  2006 — 2010

• Duke University - The Fuqua School of Business

  Masters of Business Administration - Finance Concentration

  2015 — 2017

• UNC Kenan-Flagler Business School

  BS, Business

  2008 — 2010

• Tsinghua University

  Chinese

  2010 — 2011

Skills

• Research
• Web Analytics
• Advertising
• Marketing Communications
• Online Advertising
• Online Marketing
• Strategy
• Market Research
• Email Marketing
• Competitive Analysis
• Google Analytics
• Strategic Planning
• Business Planning
• Marketing Strategy
• Business Development
• Digital Marketing
• New Business Development
• Analytics
• Social Media Marketing
• Marketing