Mary Kit mac Nee
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor, Portfolio Manager at Morgan Stanley
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Mary Kit mac Nee
In 2023 I joined the Envision Legacy Group to focus on financial planning. Planning…
Experience
Financial Advisor, Portfolio Manager
Oct 2013 — Present · CA
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Education
California State University Long Beach, American Institute of Philanthropy
Certified Specialist in Planned Giving, Estate Planning and Planned Giving
2000 — 2001
University of California Riverside, Anderson Graduate School of Management
Advanced Management Program, Management
2001 — 2002
University of Minnesota - Carlson School of Management
B.S.B, Finance & Management
1978 — 1982
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