Sherwin Lau
Financial Advisor at Morgan Stanley Helping startups and their employees achieve financial success from seed to exit
- Role
- Financial Advisor at Morgan Stanley
- Location
- San Mateo, CA, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
May 2011 — Present
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Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Business Management and Economics
2004 — 2007
Skills
- Sensitivity Analysis
- Capital Markets
- Bloomberg
- Asset Allocation
- Alternative Investments
- Correlation Analysis
- Risk Management
- Portfolio Management
- Equities
- Fixed Income
- Investments
- Financial Modeling
- New Business Development
- Wealth Management
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