Tom Threlfall

First Vice President at Morgan Stanley

Role: First Vice President Financial Advisor Portfolio Management Director at Morgan Stanley
Location: New York, NY, US
LinkedIn followers: 500 followers

View LinkedIn profile

Experience

First Vice President Financial Advisor Portfolio Management Director
Morgan Stanley
Jun 2019 — Present · New York, NY, US

Education

CFP Board
CFP; Certified Financial Planner
2016 — 2017
University of Delaware - Lerner College of Business and Economics
BS
2005 — 2009
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)

Skills

Credit
401k
Portfolio Management
Series 7
Retirement Planning
Risk Management
Life Insurance
Finance
Financial Analysis
Investments

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
+12•••••••65

Unlock verified contacts

Free to start · No credit card required

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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

First Vice President Financial Advisor Portfolio Management Director

Education

CFP Board

University of Delaware - Lerner College of Business and Economics

University of Pennsylvania - The Wharton School

Skills

Find verified contacts for anyone on LinkedIn