Rich Wang
FPS @Morgan Stanley
- Role
- Financial Planning Specialist at Morgan Stanley
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Financial Planning Specialist
May 2023 — Present
Assist portfolio management director with asset allocation1. Utilize Blackrock’s Aladdin Risk platform to analyze portfolio exposure/performance2. Conduct market research on funds for strategic and/or tactical asset allocation3. Assist in portfolio rebalancing with proprietary excel modelUtilize Morgan Stanley Financial planning tool 1. Prepare comprehensive financial plans to meet client’s short and long term objectives2. Help clients understand their overall financial wellness and success rate of the plan using a Monte Carlo algorithm 3. Work with CFP to create actionable strategies with the financial plans
Education
University of California, Riverside
Undergraduate, Finance
2018 — 2022
Walnut High School
High School Diploma
2014 — 2018
Boston University
Financial Planning Program, CFP
2023 — 2024
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