Steven Rini

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   Nov 2021 — Present

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Education

• Boston College Carroll School of Management

  MS, Finance

  1996 — 2000

• University of Notre Dame - Mendoza College of Business

  MBA

  2010 — 2012

Skills

• Wealth Management Services
• Management
• Finance
• High Net Worth Individuals
• Series 7
• Strategic Planning
• Series 63
• Cima
• Modern Portfolio Theory
• Asset Management
• Personal Financial Planning
• Financial Analysis
• Wealth Management
• 529 Plans
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Certified Financial Planner
• Asset Managment
• Securities
• Bonds
• Strategic Financial Planning
• Equities
• Asset Allocation
• Mutual Funds
• Etfs
• Crpc
• Financial Planning
• Retirement Planning
• Investments
• 401k Rollovers
• Investment Advisory
• Portfolio Management
• Financial Modeling
• Iras