Samuel Gaitan
Financial Planner - Private Wealth Management at Morgan Stanley
- Role
- Associate, Financial Planning Director at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Samuel Gaitan
Results-driven CERTIFIED FINANCIAL PLANNER® with a strong background in financial…
Experience
Associate, Financial Planning Director
Aug 2025 — Present · NY, US
Education
Pace University - Lubin School of Business
Bachelor’s Degree, Marketing Research
2012 — 2015
ST. FRANCIS PREPARATORY SCHOOL
High School
2008 — 2011
Skills
- Event Planning
- Microsoft Word
- Microsoft Powerpoint
- V Lookups
- Leadership
- Data Analysis
- Pivot Tables
- Teamwork
- Powerpoint
- Microsoft Excel
- Social Media
- Salesforce.com
- Customer Service
- Sql
- Marketing
- Tableau
- Sales
- Online Advertising
- Public Speaking
- Customer Relationship Management (Crm)
- Research
- Social Networking
- Market Analysis
- Marketing Strategy
- Dada Analytics
- Zoho
- Marketing Research
- Time Management
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