Rick Herman
Wealth Management Associate at Morgan Stanley I MBA Candidate at St. John\'s University
- Role
- Wealth Management Associate at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Rick Herman
University at Albany School of Business graduate with a B.S. in Business Administration, concentrating in Finance and Management. Current Student at St. John’s University, The Peter J. Tobin College of Business pursuing an MBA in Finance. As a Wealth Management Associate at Morgan Stanley I assist Financial Advisors in their usage of Morgan Stanley’s Modern Wealth Management tools, such as Next Best Action (NBA), to leverage advanced analytics in order to enable advisors to optimally engage with clients at scale. Working as an extension of the Financial Advisor’s team, we ensure that clients receive consistent and timely touch points from their FA’s to further enhance the overall client experience and drive asset adoption. Series 7 & 63 Licensed.
Experience
Wealth Management Associate
Jun 2022 — Present · New York, NY, US
Education
University at Albany, SUNY
Bachelor's degree
2017 — 2021
St. John's University, The Peter J. Tobin College of Business
Master of Business Administration - MBA, Finance
2022 — 2023
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