Michael Dauber

Wealth Management Intern @Morgan Stanley

Pasadena, CA, US

Conducted investment research on ETFs, equities, mutual funds, and fixed income instruments to evaluate client portfolios, supporting strategic asset allocation under real-time market conditions-Collaborated with Senior Portfolio Management Director to execute HNW account reviews, create client-facing materials, and fulfill service requests using CRM and proprietary platforms-Contributed to the recruitment of new high-net-worth clients (~$900K AUM) through proactive outreach and personalized investment conversations, contributing directly to client acquisition growth at the branch level