Richard S.

Portfolio Associate at Morgan Stanley

Role: Portfolio Associate at Morgan Stanley
Location: West Hartford, CT, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Portfolio Associate
Morgan Stanley
Mar 2021 — Present · West Hartford, CT, US

Education

Richmond American University London
Education Abroad Program, International Finance & Banking
2011 — 2011
University of Tampa - John H. Sykes College of Business
Bachelor of Science (B.S.), Finance; Minor in Accounting
2008 — 2012

Skills

Investments
Wealth Management
Strategic Financial Planning
Fixed Annuities
Life Insurance
Retirement Savings
Mutual Funds
Asset Allocation
Series 7
Leadership

Contact information

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Work email
•••••@morganstanley.com
Personal email
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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Experience

Portfolio Associate

Education

Richmond American University London

University of Tampa - John H. Sykes College of Business

Skills

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