Michael Mallory

Role
Vice President, Private Wealth Advisor at Morgan Stanley
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Vice President, Private Wealth Advisor

    Morgan Stanley

    Jun 2021 — Present

    2022 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are…

Education

  • TCU Neeley School of Business

    Bachelor of Business Administration (B.B.A.), Finance

Skills

  • Inventory Management
  • Investment Management
  • Mutual Funds
  • Microsoft Excel
  • Microsoft Word
  • Social Media
  • Powerpoint
  • Leadership
  • Microsoft Office
  • Management
  • Economics
  • Corporate Finance
  • Customer Service
  • Financial Analysis
  • Public Speaking
  • Finance
  • Financial Modeling
  • Due Diligence
  • Portfolio Management
  • Time Management
  • Financial Planning
  • Strategic Financial Planning

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Michael Mallory — Vice President, Private Wealth Advisor at Morgan Stanley in Dallas-Fort Worth, TX, US | Unifers